Bill Ackman’s Pershing Square has turned a tidy $6.4 billion in gains into more than a victory lap; it has become a live case study in how a concentrated portfolio, a flair for macro hedges, and a very public persona can compound…
Broadcom’s latest AI alliance with Google parent Alphabet Inc. (GOOGL, GOOG) and Anthropic is less a routine chip deal and more a declaration that the quiet power behind the cloud plans to stay loud for the next decade. The three-way pact locks…
The latest March jobs report delivered the economic equivalent of a plot twist: the US economy added 178,000 jobs while the unemployment rate fell to 4.3%, confounding forecasts that had braced for a far softer print. Instead of signaling a labor market…
Big Pharma spent the week shopping again, snapping up a fresh crop of biotech and pharmaceutical names in deals that underscore one message: pipelines are the new gold, and the majors are still happily paying spot prices. From autoimmune bets to allergy…
Amazon is effectively telling Wall Street that its cloud is no longer just a utility—it is the monetization engine of the AI era, with Andy Jassy sketching a path to an eye‑popping (600) billion dollars in annual AWS revenue by 2036. The…
U.S. jobless claims just posted their sharpest rise in two months, but the numbers still paint a picture of a labor market that is cooling, not cracking.
Jobless Claims Jump – But Stay in the “Comfort Zone”
For the week ending January…