Market Analysis

Opinionated, data-backed coverage across all asset classes

All Forex Stocks Crypto Commodities Indices

Oracle Plans Layoffs as AI Debt Piles Up

Oracle plans layoffs after a 13% workforce cut this year, as billions in AI debt pile up. The company spent $55.7B on infrastructure, burning $23.7B in cash. Stock down 26%.

Stocks20d ago

Miami's cost advantage over NYC vanishes, driving worker exodus

Miami's cost of living exceeded New York City's in 2024 for the first time on record. Residents are leaving faster than they arrive, and employers say the labor shortage is getting worse.

Crypto20d ago

Brazil's Itaú joins ANBIMA tokenization pilot with 50+ firms

Brazil's largest bank tests tokenized bonds and funds alongside 50+ institutions in ANBIMA's pilot, aiming for blockchain-based issuance and settlement. Itaú also brings Drex experience.

Stocks20d ago

Kroger hires ex-Walmart ecommerce veteran Nate Faust as digital chief

Kroger taps former Walmart exec Nate Faust, Jet.com co-founder, to lead ecommerce push. Faust ran waste-free delivery startup Olive.

Stocks20d ago

GoDaddy CFO: AI Tools Drive ARPU, Not Price Hikes

GoDaddy CFO Mark McCaffrey says AI-powered bundles, not price increases, are driving ARPU growth as subscriber counts dip. Shares traded flat near $165.

Earnings20d ago

Aimia Net Loss Widens as Investment Income Slumps 76%

Aimia swung to a C$23 million net loss in Q2 as investment income fell 76%. The holding company has C$250 million in cash after the Bozzetto sale and is hunting for a platform acquisition before year-end.

Earnings20d ago

Ur-Energy Sales Drop 74% as Uranium Volumes Lag Guidance

Ur-Energy sold 100,000 pounds of uranium in Q2, down from 390,000 a year earlier. Revenue fell to $7.1 million from $27.5 million. The company maintained full-year output guidance of 600,000-700,000 pounds.

Crypto20d ago

Germany's Crypto Tax Exemption at Risk After Cabinet Decision

Petition 201716 against abolishing the 1-year holding period reached 38,286 signatures. Cabinet decision would tax crypto gains at ~26.375%. Deadline: Sept 15.

Crypto20d ago

SEC Vote Friday Opens Public Comment on Crypto Raise Rules

SEC votes Aug. 14 on crypto fundraising rules. A $75M annual track and a $5M startup track would open for comment, not take effect immediately.

Crypto20d ago

SEC to Consider Crypto Fundraising Exemption

The SEC meets Aug. 14 to consider a rule letting crypto projects raise capital without registering securities. TD Cowen's Jaret Seiberg calls it the first of several crypto rulemakings.

Crypto20d ago

Broadridge's Blockchain Repo Platform Hits $8T in July Volume

Broadridge's blockchain repo platform hit $8 trillion in July volume, up 28% year over year. The milestone shows tokenized settlement is handling institutional-scale activity in core funding markets.

Stocks20d ago

Ex-OpenAI CPO Kevin Weil Seeks $750M Valuation for AI Science Startup

Kevin Weil, former OpenAI CPO, is raising $150M at a $750M valuation for an AI science startup, as AI focus moves from chatbots to science.