Market Analysis

Opinionated, data-backed coverage across all asset classes

All Forex Stocks Crypto Commodities Indices

Microsoft AI Sales Depend on OpenAI: $24.1B Revealed

Microsoft's filing shows OpenAI paid $24.1 billion for compute and revenue share in fiscal 2025, about 70% of AI sales. The disclosure breaks out the dependency for the first time.

Crypto26d ago

Feds Charge NFT Founder With Blowing $10 Million on Gambling

Taj Tarsha, founder of the Few and Far NFT marketplace, faces federal fraud charges for allegedly raising $10 million from investors and spending it on gambling, crypto trades, and a DJ hobby.

Stocks26d ago

Robinhood Opens Second Venture Fund for Y Combinator Startups

Robinhood launches its second venture fund for Y Combinator startups, letting retail investors buy in before IPOs. The fund lists Aug. 13 on the NYSE with a $100 minimum.

Crypto26d ago

Broadridge, Payward Enable Voting for Tokenized Equity Holders

Qualified holders of tokenized equities via Payward's xStocks can now vote on corporate governance. The integration covers 500+ instruments, excluding US and UK.

Crypto26d ago

Galaxy's KYC/AML Framework Targets DeFi's Institutional Compliance Gap

Galaxy Digital is building a KYC/AML system to let institutions use DeFi without breaking compliance. The framework may split pools into permissioned and permissionless.

Crypto26d ago

KuCoin Links TV-Hub for TradingView Trade Automation

KuCoin integrates TV-Hub to automate TradingView alerts into Spot and Futures orders. The platform adds risk tools, Telegram signal support, and a 30-day promo with bonus commissions and up to 550 USDT in rewards.

Stocks26d ago

Google AI Strategist Jeff Dean Leaves to Start Discovery Loop

Jeff Dean, Google's longtime AI strategist and 30th employee, is leaving to start Discovery Loop, a public-benefit corporation backed by Google. The new company aims to automate scientific discovery using machine learning.

Commodities26d ago

Mosaic Q2 Call Draws Analyst Lineup on Fertilizer Outlook

CEO Bruce Bodine, CFO Luciano Pires, and commercial chief Jenny Wang hosted Q&A with analysts from Goldman, BMO, and Morgan Stanley on the fertilizer producer's Q2 results.

Crypto26d ago

Fairshake suffers rare $10M loss; crypto influence expands

Fairshake's 38-2 record includes a $10M loss in Illinois. The crypto lobby's expanding congressional influence continues with over $100M still to deploy.

Crypto26d ago

CLARITY Act Vote Slips Past Friday as Senate Calendar Jams

Senator Lummis says the CLARITY Act is stuck in a Senate calendar jam with five competing priorities, likely pushing the vote past Friday and into the weekend.

Macro26d ago

Bank of America Spends $250M+ on GLP-1s for Employees

CEO Moynihan said the bank spends more than $250 million annually on weight-loss drugs for 210,000 employees. Only 36% of companies cover GLP-1s, according to a 2026 survey. The cost and coverage gap shape the sector outlook for pharma and insurers.

Stocks26d ago

Jack Ma's Yunfeng Capital Leads $30M Round in AI Startup Corgi

Jack Ma's Yunfeng Capital quietly invested $30 million in Corgi, an AI insurance startup valued at $4 billion, marking a rare US bet for the Chinese billionaire.