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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Hawaiian Electric Warns of Weeks-Long Outages After Storm Lala
Stocks13d ago

Hawaiian Electric Warns of Weeks-Long Outages After Storm Lala

One person died as Tropical Storm Lala hit Hawaii. Hawaiian Electric (HE) warned of weeks-long outages, raising concerns about repair costs and power restoration timelines.

Weak Hiring Weighs on NZ Services Recovery, RBNZ to Stay Cautious
Forex13d ago

Weak Hiring Weighs on NZ Services Recovery, RBNZ to Stay Cautious

NZ services PMI held at 50.6 in July, but employment at 48.5 signals a fragile recovery that could keep the RBNZ cautious on rate moves ahead.

Greenlane's $70M BERA bet lost 77%; Nasdaq delisting threat grows
Crypto13d ago

Greenlane's $70M BERA bet lost 77%; Nasdaq delisting threat grows

Greenlane's 81.3M BERA tokens lost 77% of cost. Nasdaq's $5M MVLS rule, stayed pending review, could force delisting without a cure period. Shares need a 273% rally.

SAP's STAR Licensing Costs Can Run 4x Too High, Soterion Finds
Stocks13d ago

SAP's STAR Licensing Costs Can Run 4x Too High, Soterion Finds

Soterion's SAP License Manager reached 100 FUE audits; legacy role designs overstate licensing needs about fourfold before ECC migration deadlines hit.

Hedge Funds Dump Broadcom, Buy Taiwan Semiconductor in Q2
Stocks13d ago

Hedge Funds Dump Broadcom, Buy Taiwan Semiconductor in Q2

Three hedge funds added Taiwan Semiconductor shares in Q2 while two sold Broadcom. TSM up 41% YTD, AVGO down 8% in a week despite 48% revenue growth.

Alibaba AI Models Hit 3 Billion Downloads, Top Google Meta
Stocks13d ago

Alibaba AI Models Hit 3 Billion Downloads, Top Google Meta

Alibaba's Qwen open-weight AI models surpassed 3 billion downloads in six months, outpacing Google and Meta. Developer adoption signals growing influence in the global AI race.

China delays July economic data release to late afternoon slot
Forex13d ago

China delays July economic data release to late afternoon slot

China moved its July economic data drop to 3:00 p.m. Beijing time, pushing the figures into the Asian afternoon and catching European markets at the open.

Senate recess stalls CLARITY Act, vote set for Sept. 15
Crypto13d ago

Senate recess stalls CLARITY Act, vote set for Sept. 15

The CLARITY Act faces a five-week Senate recess gap after Thune filed cloture on Aug. 8. Supporters say the delay gives opponents time to organize before the Sept. 15 vote.

BBB Foods Director Sells Shares to Cover Tax, Not a Change in Outlook
Stocks13d ago

BBB Foods Director Sells Shares to Cover Tax, Not a Change in Outlook

A BBB Foods director sold shares to cover tax withholding on option exercises, not a change in outlook. The discount grocer sees room for up to 12,000 stores in Mexico.

Cramer: The storage stocks that broke the cycle — and why he owns one
Stocks13d ago

Cramer: The storage stocks that broke the cycle — and why he owns one

Jim Cramer says the storage-stock cycle has broken. SanDisk up 496% YTD, Micron up 208%. Gross margins hit 47-85%. He explains why the Club bought Micron.

Stripe's $7B OpenRouter Buy Targets AI Cost Chaos
Stocks13d ago

Stripe's $7B OpenRouter Buy Targets AI Cost Chaos

Stripe is buying OpenRouter for over $7 billion, a deal that gives it control over model-switching infrastructure. Alphabet's CapitalG invested early, while competition for developer AI spend heats up.

Mundella collapse probe finds $3.7M insolvent trading, 235 flagged deals
Stocks13d ago

Mundella collapse probe finds $3.7M insolvent trading, 235 flagged deals

Liquidators examine 235 transactions over $100,000 as dairy processor Mundella Foods collapses, leaving suppliers and staff unpaid. Director faces investigations.

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