AMD Reports Tonight: The AI Chip Trade's Next Test
AMD reports Q3 after the close Tuesday with analysts modeling $13.1 billion of revenue, up 42%, and EPS of $1.93-$1.95. The stock is down 11% into the print.
James Whitfield8 min read
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14 results for “pricing power”
Meta's TPU Talks Rattle Nvidia's Chip Dominance
Meta is in talks to spend billions on Google TPUs — the report that knocked Nvidia down 2.2% and cracked open the question of AI chip pricing power.
James Whitfield7 min read
Wall Street Ends October With Worst Day Since June
The Nasdaq fell about 3% on October 30, 2026 — its worst day since June — as Amazon and Intel results deepened doubts about AI spending on Wall Street.
James Whitfield7 min read
Amazon Sinks as AI Spending Eclipses Its Fastest Cloud Growth in Five Years
Despite AWS growth accelerating to a five-year high, investors punished Amazon for its massive capital expenditures on AI infrastructure, revealing a market tension between growth ambitions and returns.
James Whitfield8 min read
BYD Misses Earnings Estimates as China's EV Price War Squeezes Margins
BYD's earnings missed estimates, per OilPrice, as China's EV price war compresses margins across the sector. What the miss reveals about margin math, export pressure and the battery supply chain's ripple effects.
James Whitfield12 min read
FTC and States Sue Toast Over Fees and Deceptive Subscription Practices
The FTC and multiple US states are suing Toast, the restaurant software maker, over fees and deceptive subscription practices, per Investing.com — a case that could redraw pricing transparency rules for the entire B2B software economy.
Amara Okafor14 min read
MarketsAnalysis
Why Bond Yields Are Telling a Different Story Than Stock Traders
As stock markets remain near record highs, rising long-term bond yields suggest a divergence in economic outlook, with investors pricing in different futures for growth and inflation.
Amara Okafor8 min read
MarketsAnalysis
Global Markets Steady as Investors Weigh the Rate Path Ahead
Equity benchmarks traded in tight ranges this week as investors balanced resilient corporate earnings against a still-cautious tone from major central banks.
James Whitfield8 min read
EconomyAnalysis
Why Core Inflation Stays Sticky Even as Goods Get Cheaper
While goods prices have cooled in recent months, services inflation continues to drive overall price increases, creating a persistent core inflation challenge for central banks.
James Whitfield8 min read
EconomyAnalysis
Services vs. Manufacturing: The Two-Speed Economy, Explained
The global economy is showing a clear divergence between robust services sectors and struggling manufacturing industries, creating a two-speed economic landscape with distinct regional patterns and policy implications.
Amara Okafor8 min read