AI-driven shortage beneficiary? Check. Buyer of memory chips? Check. A market leader facing mounting competition in AI boom? Check.

IBM wants to modernize your old code on its hardware; Anthropic’s offering to make it more portable.

IBM wants to modernize your old code on its hardware; Anthropic’s offering to make it more portable.

There’s reportedly appetite from “one large rival” to buy the entire company, while other potential purchasers want only certain parts.

The lowlights in this dystopian not-too-distant future: unemployment high despite elevated nominal growth and productivity, and the stock market tumbling as credit stress from companies…

The Fed officials who dissented in favor of cuts don’t seem to be in as much of a hurry to cut rates too much, too…

“Beware chasing good charts in technology, and at the margin, reduce exposure,” wrote Jeff deGraaf, Renaissance Macro’s head of technical research.

More top line growth, more cash outflows.

Wall Street believes Trump is still committed to raising tariffs, but he is likely to face more constraints in instituting levies under alternative authorities.

The president called the ruling a “disgrace” and has indicated he has backup plans to reinstate tariffs.