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Mixed ISM Services PMI; Headline missed but Prices fell & Employment rose; Waller said forward guidance can be a 'valuable tool', but also sometimes best to avoid it; NVDA said "our roadmap is intact" in response to delay report; AVGO to develop & supply a range of custom ASIC silicon products for AAPL; Trump praised DELL; OPEC lifts output for August as expected
Zerohedge Debates
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine

“The next test is no longer whether AI demand exists, but whether pricing, margins and cash flow can justify the capex bill. If…

The dominant framing of AI as a productivity story (supporting the rates outlook at points this year) is likely right on the…

...the gap between top 10 market caps & EPS contributions has narrowed to smallest spread in years…

Consensus themes crushed, China controls over AI, and Crack spreads vs Crude...

Why investors may be overlooking the biggest risks facing today's markets.

“The sharp selloff in Korean equities from the June peak is raising questions with some investors regarding the sustainability of…