Microsoft Corporation
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The SaaS Capex Trap: Software's AI Monetization Reckoning
Jul 2, 2026
Michael Burry has trained his sights on the AI infrastructure trade, packaging new short bets against heavy machinery and a major chip ETF (because nothing says 'secular growth' like shorting Caterpil
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Hormuz Ceasefire Hands Warsh Modest Breathing Room on Rates
Jun 13, 2026
Crude oil is in freefall this week as the U.S. and Iran inch toward a ceasefire deal. Brent and WTI benchmarks plunged after President Trump abruptly canceled planned airstrikes, telegraphing a potent
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Why Mega-Cap Tech's Rate Immunity Is Fading
Jun 6, 2026
The violent drawdown sweeping across tech—cleaving over 4% from the Nasdaq today—is not a crisis of technological innovation. It is a mathematical reckoning. Investors are stripping the premium from l
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