Latest News in Capital Markets industry
Polymarket names Warren Jenson as first CFO while $21 billion valuation puts surveillance under scrutiny
Bitcoin falls below $77,000 as post-CPI rally fades and ETF outflows reach $449M
GTCR takeover talks push SPS Commerce to $89.44; 20%-40% premiums imply 11.9x-13.9x EBITDA
Kroger cuts 2026 sales midpoint by 100 basis points as 140bp pharmacy drag leaves EPS guide intact
Kalshi targets perpetual contracts on 60 stocks as Polymarket seeks $1 billion at $21 billion valuation
Enflame IPO soars 179% as its tiny 4.16% free float amplifies China's AI-chip rally
Samsung and SK Hynix stocks plunge 31%-39% as memory profit forecasts rise
Gold holds above $4,400 as record ETF inflows meet higher Treasury yields
Nvidia's PORTS Support Adds a $105B AI Infrastructure Credit Backstop
BOK Flags Leveraged ETFs as Samsung and SK Hynix Drive 99% of KOSPI Rally
Ryanair Shareholders Vote 39.3% Against O'Leary Pay Plan, but Options Survive
Consensys Splits in Two: Is Joseph Lubin Clearing the Runway for a MetaMask IPO?
Lee Jae-yong’s $1.42B Samsung Transfer: A Massive Deal With a Tiny Governance Shift
The CLARITY Act Faces a Critical Senate Vote: What’s at Stake for Crypto Regulation
JPMorgan at $1 Trillion: The Valuation Math Behind Its 3.13x Tangible Book Multiple
China’s Humanoid IPO Screen: Why Unitree Pulls Ahead of Pre-Profit Rivals
Copper hits records as U.S. tariff trade drains metal from the rest of the world
Reports Put U.S. July Refined-Copper and Copper-Alloy Imports at 225,094 Metric Tons
Counterpoint: Samsung HBM revenue share jumped to 33% in Q2 2026
Broadcom’s AI Revenue Surge Makes Custom Silicon an Economic Test
Global Investment Surge Ends the Era of Ultra-Low-Cost Capital
Inside Nvidia’s $366B Commitment Stack: How Compute Became Wall Street’s Newest Credit Asset Class
The Black Sea Wheat Bottleneck: Why Global Grain Prices Are Rising Despite Abundant Crops
NVIDIA Vera Rubin’s $9B Ramp Exposes a Cloud Depreciation Dilemma
Treasury Signals It Could Tap $1T Cash Pile to Buy Long Bonds. The Market Heard "Operation Twist."
YMTC Files for $4.9 Billion Shanghai IPO as Chinese NAND Scale Surges Past Kioxia
Meta Becomes Major Microsoft Azure AI Customer in Nine-Figure Compute Deal
Alibaba’s 133% Cloud EBITA Surge Validates In-House Chips—Even as the Stock Sells Off
Gold Holds Above $4,500 as Treasury Buybacks Expose a Shift to Fiscal Risk
Global Bond Yields Hit Multi-Decade Highs as AI Capex and Sovereign Debt Collide
Copper’s $110 Squeeze Is a Delivery Mirage—and the White House Holds the Fuse
The 5.31% Treasury Reset: How Leveraged Hedge Funds Became the Marginal Buyer of U.S. Debt
Nvidia Commits Up to $105 Billion in AI Data Center Guarantees as Capital Bottlenecks Loom
Beijing’s Silent Reallocation: What Huijin’s Moutai Exit Signals for Chinese State Capital
Big Tech's AI Loop: Real Cloud Profits, Paper Equity Gains, Delayed Depreciation
The $52B SaaS Arbitrage: What Silver Lake’s Workday Talks Reveal About Enterprise Software
The $94 Billion Re-Pricing of AI Memory: Inside Sandisk’s HBF Architecture and the Future of HBM
Agentic AI’s Hidden Bottleneck: Why Wall Street Is Raising the Server CPU TAM to $210B
Cisco Q4 Earnings: Inside the $9.5B Growth Spike and the Margin Trade-Off
Tencent’s RMB 10.5 Billion AI Loss Masks a Surprising Margin Edge
Jane Street’s $14.6B Debt Sale Exposes Private Equity’s CFO Bottleneck
Inside the $500B AI Credit Shift: How CME’s GPU Futures Turn Compute Into Yield Infrastructure
Airbnb Q2 Earnings Beat: AI Margin Compression and the Multi-Vertical Bet
Alphabet’s Discovery Loop Strategy: Converting Talent Loss into a Cloud Call Option
Microsoft’s $24 Billion OpenAI Concentration: Enterprise Platform or Rented Infrastructure?
AMD’s AI Growth Trap: High Customer Concessions Cap Margins Despite Record Data Center Revenue
Snap’s Q2 Rally Masks a $1 Billion Stock Dilution Trap
Copper’s 200,000-Ton Tariff Trap: How US Front-Running Is Squeezing Global Cathode Supply
USD/JPY Intervention: How the U.S. Treasury and BOJ Are Weaponizing Yen Volatility
Senate War Powers Vote & 2026 Fed Rate Cuts: The Real Drivers of 30-Year Yield Spikes
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