Use this page to scan recent stories from Investmentwatchblog, see the themes that keep appearing, and jump into complete story briefs.
One of the largest franchisees operating 314 outposts of Wendy’s across the country filed for bankruptcy partially due to record-high beef prices linked to Trump’s tariffs and agricultural issues One of the largest U.S. franchisees for Wendy’s has filed for bankruptcy protection after the restaurant chain tried to term
The entire AI trade rests on one number. Consensus says hyperscaler operating cash flow triples from $600 billion to $2 trillion by 2030. To get there they burn cash first. Free cash flow goes negative in 2026 and 2027 while capex runs past $1 trillion. The build comes before… pic.twitter.com/GHZXofbGdc — Kurt S. Altri
Fuel pain is real and in the receipts. BREAKING: US diesel prices officially rise to a new record of $6.40/gallon, now up over +88% in 9 months. Truck drivers are now paying $3.00 more per gallon for diesel than they were in January in the midst of peak demand season. The average gas price in ... Read more The post US
For months, investors tolerated a 10-year Treasury yield climbing from around 4.17% to above 5%. Stocks kept going. That was the market saying higher yields were acceptable because earnings, AI spending and economic growth were strong enough to justify higher valuations. Now watch what happens if that relationship flip
Boston Scientific went from $105.65 in November to about $43.55 this month. That is roughly a 59% collapse. Then the CEO stepped in and bought $9 million of his own company’s stock. Michael Mahoney bought 186,240 shares on August 3 at an average of $48.33. SEC filings show it was an actual open-market purchase, not ...
Reddit could have another monster quarter. That might not be enough. The numbers going into Q3 are getting ridiculous. Revenue was $805 million in Q2, up 61% year over year. Advertising revenue hit $762 million, up 64%. Reddit has now posted eight straight quarters of revenue growth above 60%. Management guided Q3 reve
The money supply just hit a fresh record near $23 trillion, and the Fed is back to buying $40 billion of Treasurys a month. This is what actually debases a currency. The CPI can read tame while the money stock swells like this, and the dollars in your account lose ground anyway.… pic.twitter.com/GUio7LiPeW — Kurt ... R
New unredacted information in the copyright lawsuit The New York Times brought against OpenAI and Microsoft three years ago reveals an admission that AI scraping was tantamount to theft, and that AI products pose a major threat to publications. Per the lawsuit, a top Microsoft executive privately described the companie
Saudi Arabia spent decades building a giant escape hatch for exactly this kind of crisis. If Iran made the Strait of Hormuz dangerous, Saudi could send oil west across the country through its East-West pipeline, load it at Yanbu and send it through the Red Sea. That was the backup. Now the backup is getting ... Read mo
Looks like Wirth’s statement is contradicting WH messaging on oil post-midterms, which is significant. Link and article below: https://www.thestreet.com/economy/chevron-ceo-sends-a-strong-message-on-oil-price-and-the-economy Article: Americans have paid about $97 billion more for fuel since the Iran war started in late
There is a weird comparison happening in the stock market right now. A screen of 486 profitable U.S. companies worth more than $10 billion found that 335 of them, or 69%, have an earnings yield below what a 10-year Treasury is paying. The median P/E in that group was 26.7. That means the median company ... Read more Th
You can’t make this up. Andrew Yang says an AI lab chief told him rogue AI agents have planted self-replicating code across the internet, “polluting” the data frontier labs use to train and test models. “What happened was the bots that got loose planted self-replicating code… https://t.co/oc09GmaiGy pic.twitter.com/Uqc
Open the app view when you want faster scanning, saved stories, and source-focused reading in one place.