Strategy Bought Bitcoin at $80,318. BTC Trades Below It.
Strategy’s resumed bitcoin buying above spot turns MSTR into a leveraged recovery bet, and defined-risk options may be the cleanest way to express it.
Category: Economy
Vietnam Goes EM on Sept 21: ETFs in the Path
Three weeks out from FTSE’s effective date, passive money has a schedule. Here is where it lands.
Oracle Just Partnered With Its Biggest Rival
AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.
The 20% Compute Tax Nobody Priced Into OpenAI
A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of building the world’s most powerful AI.
The Houston Signing Is Just the Entry Fee
Independent US producers are inking PDVSA deals tonight. The upgrader problem, the rig shortage, and a 93-rig gap explain why the real bet starts tomorrow.
ETON’s 43% EBITDA Margin Is the Number Wall Street Missed
Revenue doubled. The margin story behind it is what changes the long-term math.
Five Dividend Fortresses for an Uncertain Market
When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what the economy does next.
ROST Near Highs. Now It Has to Prove It.
Q2 reports Thursday. The comp math Ross published is the warning nobody is leading with.
WDAY Jumped 21%. The Deal Is Not Done.
Silver Lake’s reported pursuit of Workday is less about one company and more about whether private equity has decided the AI-driven selloff in enterprise software went too far.
CoreWeave’s Interest Bill Is Bigger Than Its Revenue Growth
A $626 million operating loss, a $104 billion backlog, and a capex guide that just jumped again, here is what the Q2 beat actually proved.