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MACROInflation data and Apple's new CEO narrow the tape on a holiday-shortened weekMACROCourt affirms Pentagon's authority to fire Stars and Stripes journalistsDEALSLinda Purl's bread venture reached 2,300 Kroger stores on a model she admits doesn't workEARNINGSGreg Abel's AI pivot puts Berkshire Hathaway's identity at stakeMACROAudi targets Europe's compact EV segment with the new A2WORLDTrump Claims 'Hundreds of Billions of Dollars' in Stock Gains in Unverified Truth Social PostsMACROInflation data and Apple's new CEO narrow the tape on a holiday-shortened weekMACROCourt affirms Pentagon's authority to fire Stars and Stripes journalistsDEALSLinda Purl's bread venture reached 2,300 Kroger stores on a model she admits doesn't workEARNINGSGreg Abel's AI pivot puts Berkshire Hathaway's identity at stakeMACROAudi targets Europe's compact EV segment with the new A2WORLDTrump Claims 'Hundreds of Billions of Dollars' in Stock Gains in Unverified Truth Social Posts
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MarketsJuly 30, 2026

Meta says demand is outrunning compute. The fix has no price tag yet.

The case for owning Meta into next year runs headlong into a specific problem: the company says it does not have enough compute to serve the demand it already has, and CFO Susan Li declined to say what Meta plans to…

ByFarida Karam
Read2 min
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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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Moonshot AI courts Microsoft, Amazon, and Alphabet to host Kimi K3 as macro tensions build

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Hedge funds post worst month against S&P 500 in over 20 years of Goldman Sachs data

July handed hedge funds their worst monthly underperformance relative to the S&P 500 in more than twenty years of Goldman Sachs data. The record lands at a moment when the case for active management was already hard to…

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