"CMS cannot rewrite the law and bypass Congress to impose foreign price controls," the group's president and CEO said...

Walmart remains the lowest-priced option

The past week has been a rough one for Abdul Muhammed El-Sayed...

President Donald Trump has said that he plans to speak directly with Russian President Vladimir Putin regarding the incident.

AI wants the capital. Governments need the capital. Something has to give.

OpenAI’s annualised revenue is reportedly about $20bln less than has been previously signalled; Trump says won't strike Iran before midterms following reporting that pointed towards the admin gearing up for strikes; Trump says had productive discussions with Iran; Average US 30yr bond auction; Fed’s Waller says more rate hikes are likely needed to tame inflation, but hikes do not need to be consecutive; US initial claims little changed; Satellite images show smoke rising from oil and gas facilities in Saudi Arabia; ECB Minutes reveal officials said repricing of yields could impact future stance; ORCL reportedly weighs power workaround at New Mexico data centre; Samsung Electronics Q3 figures miss expectations; TSMC Q3 revenue beats

Put into historical context, that's where things get really remarkable...

State Dept tells its diplomats to stay away from King Khalid International Airport...

HUD is reviewing whether a decade-long initiative to increase homeownership among Black Americans improperly favored borrowers based on race.

...so much for all that "excess demand"?

Every time a grid-scale idea is announced, a microreactor goes critical…

"A small disruption now has outsized price consequences." 

"Unless you were playing Frisbee in the quad during Econ 101, you know the federal government shouldn't be sending taxpayer money to dead people," Kennedy said.

The bond bears may be getting greedy. Yields are stretched. Shorts are crowded. Reversal candles are appearing. Time for a squeeze?

"Both aerospace and defense have simultaneously experienced major pullbacks and..." 

 

When the gas comes by truck at four times the price, the "behind the meter" model starts to look a lot like "behind the 18-wheeler."

The S&P 500 is holding up remarkably well, but the margin for error is narrowing as higher yields, rising oil, a stronger dollar, and a more leveraged AI capex cycle all add headwinds to concentrated equity leadership...