The 34K Economy Nobody Priced In
July’s job loss is bad. The revision cascade that brought the 12-month average to 34,000 is the real alarm.
Day: August 7, 2026
TTD’s Guide Is the Real Signal
August 7, 2026 TTD’s Guidance Shock and the Wealth Question When management points to demand but guides to contraction, execution…
SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway.
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else can match — so why is SPCX down after hours?