And yet...

Cloud gross margin fell... Azure growth slowed and CapEx soared

Dollar: this is the same candle that marked the 2022 top — in reverse

Gold tops $5400... Crypto up... Crude at 4mo highs... algos went wild, stocks and bonds end unch after Fed...

Fed holds rates as expected with an improved outlook on economic growth; Bessent says Trump Fed Chair pick announcement may come in the next week or so; Trump warns Iran of a far worse attack if no deal reached; Iran says response if attacked will be immediate and unprecedented; Bessent downplays USD/JPY intervention speculation, reiterates strong USD policy; BoC holds rates as expected; Hotter-than-expected Aussie inflation; SK Hynix tops earnings expectations; ASML slips despite strong earnings.

At the time of the announcement, Amazon operated 57 Amazon Fresh stores and 15 Amazon Go locations. 

...this quarter is shaping up to be less about past performance and more about whether Tesla can convince Wall Street that its next chapter is still on track.

With geopolitical noise easing for now - having stolen the limelight from what’s been a relatively quiet year for AI so far - attention may soon swing back to where tech and AI fundamentals really stand.

The tech show starts tomorrow with over $10 trillion in market cap reporting in the next 48 hours...

Governors Waller and Miran dissented in favor of a 25bps cut...

The benchmark Jakarta Composite crashed as much as 8.8%, triggering a 30-minute market halt, after MSCI said it would immediately pause some index changes, including additions, until regulators address concerns over tightly-held ownership of listed firms.

... gold is "logically a safer asset than any national currency."

...dissents, subpoenas, Lisa Cook, the dollar?

A graduate of the Smollett Learing Center?

 

Agents could be seen entering the Fulton County Election Hub and Operation Center...

...our bias is that it will be difficult for the front end to materially cheapen in the near term.

A ‘blast of arctic air’ is expected from the Plains states across the eastern half of the United States this weekend, the National Weather Service says.

Oh?

 

Tariff trash talk made them do it.

...obesity, space exploration, tax-refund beneficiaries, strategic national interests, and cyclical laggards.