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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Blockchain Association Backs Custodia's Supreme Court Petition
Crypto17d ago

Blockchain Association Backs Custodia's Supreme Court Petition

The Kansas City Fed must respond by mid-September to Custodia Bank's petition, backed by a Blockchain Association brief warning of unchecked Fed power.

GreenWood Cuts AI, Adds CTT and JACK as Activists Rotate
Stocks17d ago

GreenWood Cuts AI, Adds CTT and JACK as Activists Rotate

GreenWood Investors posts a 3.6% H1 loss, rotates out of Leonardo into CTT and Jack in the Box, and escalates the Swatch governance fight.

Macquarie's mortgage surge challenges Australia's big four banks
Stocks17d ago

Macquarie's mortgage surge challenges Australia's big four banks

Macquarie's mortgage book grew fivefold to $191.5B under outgoing CEO, as big four banks report 12-20% drop in new loan applications since May budget.

Chinese Tech Embedded in Apple, Ford, Volkswagen Products
Stocks17d ago

Chinese Tech Embedded in Apple, Ford, Volkswagen Products

Chinese tech is becoming embedded in global supply chains as Apple taps Alibaba for AI, Ford uses CATL batteries, and Stellantis partners with Leapmotor. Analysts call the shift structural in batteries and electronics.

Why Categories Emerge, Not Get Designed
Stocks17d ago

Why Categories Emerge, Not Get Designed

A new essay argues enterprise software categories are not designed but emerge from market forces, challenging a popular consulting narrative and its fees.

Condor Energies Q2 Output Up 17%, Hits 17,925 boe/d Record
Stocks17d ago

Condor Energies Q2 Output Up 17%, Hits 17,925 boe/d Record

Condor's Uzbekistan gas output averaged 13,851 boe/d in Q2, up 17% from Q1, then hit a 24-hour record of 17,925 boe/d in August, helped by new wells.

India Battery PLI: Ola, Reliance Get Extension; Rajesh Exports Left Out
Stocks17d ago

India Battery PLI: Ola, Reliance Get Extension; Rajesh Exports Left Out

India extends PLI battery deadline for Ola and Reliance to 2031, but excludes Rajesh Exports amid Sebi probe. Only 1.4GWh of 40GWh capacity operational.

Moka Eva Cuts Store Time-to-Hire 75% at 20,000 Locations
Stocks17d ago

Moka Eva Cuts Store Time-to-Hire 75% at 20,000 Locations

Moka Eva cut per-store time-to-hire from 15.4 days to 3.8 at a 20,000-location chain. Cost per application fell 60%; manual intervention dropped more than 80%.

Cadence Communications Ranks on Inc. 5000 for Fourth Time
Stocks17d ago

Cadence Communications Ranks on Inc. 5000 for Fourth Time

Cadence Communications & Research ranked No. 3613 on the 2026 Inc. 5000, its fourth appearance, after revenue grew 40% since its last listing.

Zoomcar Shareholders Approve 7-for-1 Reverse Split, 7x Share Hike
Stocks17d ago

Zoomcar Shareholders Approve 7-for-1 Reverse Split, 7x Share Hike

Zoomcar shareholders authorized a reverse split of up to 1-for-800 and an 8x increase in authorized shares to 1.99 billion, clearing the way for a warrant exchange and additional financing.

Better.com Founder Vishal Garg Pushes for Board Shake-Up, Touts Profit Path
Stocks17d ago

Better.com Founder Vishal Garg Pushes for Board Shake-Up, Touts Profit Path

Vishal Garg has retained Alex Spiro and secured majority shareholder support to force a board shake-up at Better.com, arguing the company is near profitability.

Fairground AI Creator TV: First All-AI FAST Channel on Roku
Stocks17d ago

Fairground AI Creator TV: First All-AI FAST Channel on Roku

Fairground Entertainment launches the first FAST channel built entirely from AI content on Roku's live guide, with programming from over 100 AI creators and $4 million in funding.

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