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.
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.
The chip-licensing bet behind BFLY’s record Q2 is just getting started.
The market sold the headline miss. The portfolio story matters more.
Record Q3 revenue, $50B Q4 guidance, and $100B in contracts. The selloff is about fear, not fundamentals.
Three simultaneous trade actions are rewriting the rules for nearly every importer in America.
A smartphone chip giant targeting $15B+ in AI data center revenue just told every customer their costs are going up.
A ~$110 billion merger hit a wall this week. The arbitrage math is complicated.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get answered.