Category: Top News

Central banks bought a Q2 record 289 tonnes as prices fell. That structural bid is what matters now.

Berkshire’s Q2 results confirm the cash is moving, but $365.5 billion still on the sideline tells a bigger story about where Abel is really headed.

The Adit Ventures case is a warning for pre-IPO funds promising access to SpaceX, Klarna, and the next blockbuster listing.

Gross margin doubled overnight. The $60B backlog is not revenue. And the balance sheet funding this order book is already stretched.

A $30B revenue run-rate, Samsung 2nm talks, and a job listing up to $485K just redrew the custom silicon map.

A $10B margin loan on private OpenAI shares, $40B of OpenAI bridge debt due March 2027, and a stock down sharply from its June peak. The leverage math is where this story lives now.

Record margins and a new $14B buyback, but guidance fell short of consensus and investors are fixating on one contract figure.

July’s job loss is bad. The revision cascade that brought the 12-month average to 34,000 is the real alarm.

AI traffic and orders tripled in Q2. The infrastructure underneath that number is what changes the long-term math.

The FCF drop is a tax timing story. The e-commerce ramp is the real verdict.