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EARNINGSSteve Sarkisian's terse sideline exchange divides the internet after Texas stuns Ohio State 24-23REGULATORYBonk, Inc. pays $4 million to cut preferred overhang and strip anti-dilution rights from BNKK cap tableWORLDClaude was already helping build missile guidance software and spy on 25 million phones, Anthropic findsMACROIsraeli artillery fire reported near Beit Jinn, with Syrian state television the only account on recordMARKETSJPMorgan cuts lending to Situational Awareness after AI incidentDEALSNVIDIA's approximately $12.9 billion Hugging Face deal tests the limits of platform neutralityEARNINGSSteve Sarkisian's terse sideline exchange divides the internet after Texas stuns Ohio State 24-23REGULATORYBonk, Inc. pays $4 million to cut preferred overhang and strip anti-dilution rights from BNKK cap tableWORLDClaude was already helping build missile guidance software and spy on 25 million phones, Anthropic findsMACROIsraeli artillery fire reported near Beit Jinn, with Syrian state television the only account on recordMARKETSJPMorgan cuts lending to Situational Awareness after AI incidentDEALSNVIDIA's approximately $12.9 billion Hugging Face deal tests the limits of platform neutrality
Front Page/News/Markets
MarketsJuly 30, 2026

AWS acceleration sends Amazon shares higher, but my desk wants the warehouse signal too

Amazon shares climbed after third-quarter results showed accelerating growth at the company's Amazon Web Services division and strong operating income performance. The market read it as a positive signal. The tension…

ByEmmett Donovan
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Private equity's recent lag behind the S&P 500 reframes a long-running wealth advantage

Private equity has long carried the reputation of delivering returns that public markets simply cannot match, at least for investors with the capital to get in. That premise has worn thin. In recent years, private…

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HDFC Bank shares climb as CEO steps away

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Goldman Sachs flags significant China AI demand, bets on hardware as inference costs fall

Goldman Sachs (GS) one-delta desk has a direct read on China's artificial intelligence market: demand is significant. The complication is that the firm's preferred expression of that demand is hardware investment

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Updated September 13, 2026

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