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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Small-Business Retirement Plans Surge 64%, Reshaping DC Market
Stocks2d ago

Small-Business Retirement Plans Surge 64%, Reshaping DC Market

Small businesses added retirement plans at a 64% faster clip from 2019 to 2026, reshaping the defined contribution market and raising questions about who will serve the micro-plan boom.

Blockchain Association pushes back on stablecoin KYC scope
Crypto2d ago

Blockchain Association pushes back on stablecoin KYC scope

The industry group wants KYC rules limited to primary market activity, with zero-knowledge proofs accepted as a verification method for stablecoin issuers under the GENIUS Act.

David's First Week of Kindergarten and What It Taught Me About Trust
Stocks2d ago

David's First Week of Kindergarten and What It Taught Me About Trust

David started kindergarten this week. After years in PreK, his first day brought pudding cups and a teacher's book on inclusion. Plus running a 10K, finding food freedom, and assuming the best in relationships.

Altcoin Rotation Narrows as Traders Focus on Utility
Stocks2d ago

Altcoin Rotation Narrows as Traders Focus on Utility

Solana, Chainlink, Tron, and Hyperliquid each hold a different piece of the infrastructure landscape. MemeToro is trying to carve out a fifth spot at the intersection of AI tools and the memecoin cycle.

General Intuition Targets $6B Valuation for AI Robotics
Stocks2d ago

General Intuition Targets $6B Valuation for AI Robotics

General Intuition, developer of a foundation AI model for robotics, is finalizing a $6B valuation round, TechCrunch reports. The company plans to invest in compute and talent.

Twisted Egg Shack Signs 60-Store Texas Development Deal
Stocks2d ago

Twisted Egg Shack Signs 60-Store Texas Development Deal

Twisted Egg Shack accelerates national growth with a Texas area development agreement for over 60 restaurants, plus new franchisees in Florida and Austin.

WFC Changes Points Pooling Display, Peers May Benefit
Stocks2d ago

WFC Changes Points Pooling Display, Peers May Benefit

Wells Fargo will split pooled rewards into separate card balances from Sept. 25. The move pressures rivals like Amex to clarify their pooling policies and could affect loyalty strategies.

Trump's 50% Canada Tariffs Hit Housing, Autos, Dog Coats
Stocks2d ago

Trump's 50% Canada Tariffs Hit Housing, Autos, Dog Coats

From homebuilding lumber to imported whisky, the new US-Canada trade war targets specific sectors. Border businesses brace for costs, and the Fed may hike rates again.

Inside Microsoft's Pay Spreadsheet: AI Engineers Top $400K
Stocks2d ago

Inside Microsoft's Pay Spreadsheet: AI Engineers Top $400K

An internal spreadsheet with 600 employee submissions shows Microsoft paying AI engineers over $400K in total comp as it competes with Google and OpenAI for talent.

Jindalee McDermitt Testwork Turns Magnesium Waste into High-Purity MgO
Commodities2d ago

Jindalee McDermitt Testwork Turns Magnesium Waste into High-Purity MgO

HiTech Minerals produced 93.4% MgO from McDermitt ore, converting a waste stream into a potential by-product. The U.S. lacks domestic magnesium supply; further work will assess viability.

Weatherford-NCS Merger: Election Deadline Aug. 31, Closing Sept. 1
Commodities2d ago

Weatherford-NCS Merger: Election Deadline Aug. 31, Closing Sept. 1

NCS Multistage stockholders must elect merger consideration by Aug. 31 as Weatherford's acquisition heads for a Sept. 1 close, with the controlling stockholder already on board.

Apple Enters Fall on Its Own Rhythm
Stocks2d ago

Apple Enters Fall on Its Own Rhythm

Apple's stock enters the fall product cycle on its own terms. The company's premium pricing and services discipline mean it does not bend to market urgency. The September event sets the pace.

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