Opinionated, data-backed coverage across all asset classes

Tanium brings back cofounder Orion Hindawi as CEO and cuts 35 R&D jobs. The $9 billion cybersecurity firm faces AI pressure and an uncertain IPO path.

Micro1 offered $12.5 million for Spirit Airlines' data after Google's $10 million bid won the auction. A bankruptcy judge will decide if the late offer can disrupt the sale. Next hearing Sept 9.

New York Times added 404,000 digital subscribers in Q3, beating forecasts, while ad revenue fell less than expected. The publisher now has 11.4M digital-only subscribers against a 2027 target of 15M.

WTI oil hit new highs after Trump threatened Iran with economic isolation. Bessent said the plan would be unveiled Monday. China pushed back. The oil rally adds to inflation risks.

Revenue rose 9% as AI capex hit $10 billion in the quarter. Net income fell 75%. CEO Wu said 250 million users have tried AI-driven shopping through the Qwen model.

X is in early talks to pay creators in USDC as it scraps its old rewards program for a new impressions-based model. The shift targets small, cross-border payments that traditional rails handle poorly.

Bitwise CIO Matt Hougan says tokenization of stocks and AI agents could multiply on-chain activity 10x to 100x, rewriting protocol revenue math.

Forestry Corporation of NSW felled 1,000 trees including greater glider dens under road maintenance laws, bypassing stricter environmental protections. Conservationists call it logging in disguise.

Gold held above $4,500, pushing junior miners higher. Belo Sun Mining (TSX: BSX) surged 13% to lead the TSX gainers as the sector amplifies the metal's rally.

CFTC Chair Selig directs staff to draft crypto market rules if Congress fails to pass the Clarity Act. He said legislation is preferred but the agency will act alone if needed.

Scammers are impersonating crypto AML checkers to trick users into approving wallet-draining transactions. Malwarebytes says the fake sites ask for wallet connections instead of just a public address.

CFTC Chair Selig says agency will pursue crypto rules, AI compute oversight and prediction market updates at first Innovation Advisory Committee meeting. CME Group among participants.