Business

1. Executive Summary Today’s Dominant Driver: FOMC day: a fully priced 25bp cut puts the spotlight on the 2025 dot plot and …

1. Executive Summary Today’s Dominant Driver: Rate path in focus as ADP (08:15) + ISM Services (10:00) will decide whether the market …

1. Executive Summary Today’s Dominant Driver: Rotation out of crowded AI chip/growth ($NVDA, $AMD, $QQQ) into policy-backed defensives ($XLV, healthcare) as the …

1. Executive Summary Today’s Dominant Driver: Final verdict on U.S. housing + Fed minutes – Housing Starts and FOMC tone will decide …

Travis Kalanick: The Founder Travis Kalanick was born in 1977 in San Francisco to a middle-class family. A natural athlete with a …

1. Executive Summary Today’s Dominant Driver: AI infrastructure sentiment remains fragile after CoreWeave’s guidance cut and SoftBank’s $NVDA exit. Tonight’s $CSCO results …

Paul Graham stared at his bank statement in Florence. The art school bills had drained everything. His dream of becoming a painter …

1. Executive Summary Today’s Dominant Driver: U. Michigan Consumer Sentiment (10:00 AM ET). A surprise ≥ 55.0 = bullish pop for consumer …

The Company That Forgot What It Was It was January 2007. Rubin, the father of Android, was watching Steve Jobs unveil the …

Andy Grove stared out his office window at the gray sky. Then he turned to Gordon Moore and asked the question that …