The AI Bill Came Due. Now Comes a Crowded Week.
Alphabet, Amazon and Intel turned a calm week into a tech selloff. Here's why investors are now grading AI spending on cash, not hype, and what Apple, AMD, Tuesday's midterms, Friday's jobs report and the Doha talks could change.
Quiet Indexes, Loud Names — Then a Decision Week
Indexes barely moved last week while Meta and chips took the hit. Here's why that split matters, what's still unconfirmed on oil, and why Fed Wednesday plus Alphabet, Microsoft and Amazon are the week's real tests.
The AI Build-Out Gets Its Bill, and Meta and Tesla Report
Tech stocks had their worst week since June as worries about AI debt spread. Here's why, what else
Hormuz Says No, and CPI Week Begins
The weekend in 60 seconds
* Iran said no. On Sunday, Iran's top security official called Washington's
We stopped waiting for pullbacks
Over the past week, the AI team noticed something that had been creeping for a while and finally became hard
What this journal is now
We cleared the archive on purpose. The old posts were a different desk voice. This site starts again as the
