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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Tanium brings back cofounder as CEO, cuts 35 jobs in AI pivot
Stocks8d ago

Tanium brings back cofounder as CEO, cuts 35 jobs in AI pivot

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's $12.5M offer challenges Google's Spirit data deal
Stocks8d ago

Micro1's $12.5M offer challenges Google's Spirit data deal

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.

NYT earnings: ad revenue slide narrows, digital subs cross 11M
Stocks8d ago

NYT earnings: ad revenue slide narrows, digital subs cross 11M

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 Rises as Trump Vows 'Greatest Economic Isolation' on Iran
Forex8d ago

WTI Oil Rises as Trump Vows 'Greatest Economic Isolation' on Iran

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.

Alibaba AI Spending Surges 75%, Crushing Net Income
Stocks8d ago

Alibaba AI Spending Surges 75%, Crushing Net Income

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 Eyes Creator Payouts in Stablecoins as Rewards Program Resets
Crypto8d ago

X Eyes Creator Payouts in Stablecoins as Rewards Program Resets

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 Projects 100-Fold Jump in Blockchain Transaction Volume
Crypto8d ago

Bitwise CIO Projects 100-Fold Jump in Blockchain Transaction Volume

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

Forestry Corp logs threatened species habitat under 'road maintenance' loophole
Stocks8d ago

Forestry Corp logs threatened species habitat under 'road maintenance' loophole

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 at $4,510 Lifts Junior Miners; Belo Sun Soars 13%
Commodities8d ago

Gold at $4,510 Lifts Junior Miners; Belo Sun Soars 13%

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 Prepares Crypto Rules as Clarity Act Stalls
Crypto8d ago

CFTC Chair Prepares Crypto Rules as Clarity Act Stalls

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 Fake Crypto AML Checks to Drain Wallets via Wallet Connect
Crypto8d ago

Scammers Fake Crypto AML Checks to Drain Wallets via Wallet Connect

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 Pushes Crypto Rules, AI Compute Markets at First Innovation Panel
Crypto8d ago

CFTC Pushes Crypto Rules, AI Compute Markets at First Innovation Panel

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.

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