Palantir Earnings Preview for Monday: Can AIP Momentum Power Another Beat?
Palantir heads into earnings with high expectations: investors want proof that the AI Platform (AIP) is scaling from pilots to...
Gold Market Weekly: Yields Ease, Bulls Hold the Line
Gold spent the last week chopping in a tight range, slipping early on a firmer U.S. dollar and higher real...
Alphabet Q3 2025 Earnings: First-Ever $100B+ Quarter, EPS Beat, and AI Tailwinds
Key Takeaways Alphabet delivered its first $100B+ quarter with broad-based, double-digit growth across Search, YouTube, and Cloud. EPS surged to $2.87, up...
Amazon Q3: AWS reacceleration and ads power a clean beat — shares jump
Key takeaways Net sales: $180.2B, +13% YoY (vs. ~$177.8B expected). EPS (diluted): $1.95 (vs. ~$1.56–1.58 expected). Operating income: $17.4B including special charges; ~$21.7B on an adjusted basis...
Gold weakens and is near three-week low; silver underperforms
Why gold is soft right now Higher real yields: When inflation-adjusted yields are elevated, the opportunity cost of holding non-income assets...
Mercedes-Benz Q3: Profit hit by restructuring and China slump, but margins and cash flow hold up
Mercedes-Benz Group reported a mixed third quarter for 2025: headline profit fell sharply on one-offs and weaker volumes, yet pricing...
Microsoft–OpenAI Deal Redrawn: Why the New Terms Could Turbo-Charge Microsoft’s AI Flywheel
What Changed in the Partnership Clearer Economics & Access Microsoft now has more explicit, durable rights to use OpenAI’s models across products...
Boeing Q3 2025 Earnings Preview: What to Expect on Revenue, EPS, Cash Flow, and Production
Headline Expectations Revenue: Analysts broadly cluster around ~$21.6–$21.9 billion, up strongly year over year on higher commercial deliveries. EPS: The Street generally models...
Amazon Q3 Preview: Focus Turns to AWS Margins, Holiday Guide, and AI Capex
Amazon reports fiscal Q3 2025 results on Thursday, October 30, after the bell (2 p.m. PT / 5 p.m. ET)....
The Week Ahead in Macro (Oct 27–31, 2025): US GDP & PCE, Eurozone Flash CPI, BoJ Decision, China PMIs
Why This Week Matters A dense end-of-month slate will reset rate expectations into November. The U.S. growth–inflation combo (GDP + PCE) lands alongside Eurozone inflation...