...the war premium never left the barrel; it moved to the refinery gate, the tanker charter and the pump, and none of the three gets fixed by a Monday headline out of Tehran.

The bond market and an asset-dependent consumer have already done much of the Fed’s work, so each additional hike raises the risk of Fed over-tightening far faster than the historical lag suggests...

Public buyers of the biggest AI IPO ever get 49.9% of the vote, and no practical say over a single board seat. Here is the org chart.

"A Korean video suggests the issue could be structural and hinge-related, not just a quality control problem." 

Deutsche Bank called the tech rout almost perfectly. 12 percentage points of underperformance in just two weeks. Now they're flagging a very different setup.

The S&P is a stone's throw from its record high. You'd never know it from talking to anyone who actually manages money...

14-year rule of his right-wing SNS abruptly ends, also opening door to Russia sanctions...

Brinksman allegedly accessed sensitive intelligence outside his official responsibilities...

We'll put it simply: the AI buildout was priced for free money, and free money is gone. Credit figured that out in July. Equities are still catching up...

"Management has concluded that these plans have alleviated the substantial doubt." Inside the S-1 of America's only US-origin laser enrichment company.

In a sharp rebuke, the Fifth Circuit called the proceedings in the district court "a botch job, to say the least"...

...the filing calls a "catastrophic AI-related incident," Anthropic warns that the resulting damages could be so large that it would be unable to obtain commercial insurance to cover the liability.

Slow-moving disaster which potentially becomes widespread...

The selling is getting extreme. The index damage isn't. That's where things get interesting.

Omar, whose real last name is Nur Said Elmi like her murderous father, is in America just to exploit our systems for her own benefit...

'Several investigations have been opened,' the interior ministry said...

"...we're either in the 2nd inning of a repricing of the entire AI ecosystem... or the 8th inning of a significant de-gross..."