
Why Most Retail Investors Lose to Their Own Calendar
Investors blame bad picks, but a decade of data points elsewhere: when they buy and sell, and what the news cycle nudges them to do.

Paramount Settles Antitrust Suits, Clearing Final Hurdle for $110 Billion Warner Bros. Discovery Merger
Paramount settles with 12 states and the WGA, clearing the last legal obstacle to its $110 billion Warner Bros. Discovery takeover.

Moderna Surges 14% as Melanoma Vaccine Data Makes It the S&P 500's Biggest Mover
Moderna closed up 14.36% Tuesday, the S&P 500's top gainer, as melanoma vaccine data kept rippling through the market.

Delta Bets on AI to Cut Costs and Lift Profit Margins by 50%
Delta CEO Ed Bastian says AI could push operating margins from 10% to 15%, even as lawmakers scrutinize the airline's pricing tools.

The Reason Imax Hits an All-Time High
IMAX shares broke $50 for the first time ever this week, riding a record-shattering month powered almost entirely by Nolan's 'The Odyssey.'

SpaceX's Stock Isn't Failing. It's Pricing What Vertical Integration Actually Costs.
SpaceX's post-IPO slide isn't hype fading. It's the market finally seeing what the AI empire costs Starlink.

The IBM Crash Is a Memory Chip Story, Not an AI Story
IBM's worst day in decades looks like an AI-spending scare. It's actually the memory shortage rewriting enterprise budgets.

The Data Center Lease Is Wall Street's New Subprime Instrument
AI data center debt is pooled and tranched like 2008 mortgage bonds. The assets are real — but the risk-transfer machinery looks familiar.

The SpaceX IPO's Real Story Isn't Musk's Net Worth — It's the Balance Sheet Nobody's Pricing In
Musk's IPO windfall is the headline. The real risk is buried in the prospectus: 27% of the raise already owed.