Weekly market commentary.
The macro picture is getting ugly. We break down the latest GDP and CPI prints and discuss why tech executives are using AI as a convenient scapegoat.
Michael DeLucia | 16 Min Read Oil breaks $100 as Middle East tensions escalate and why Oracle retreating from its AI buildout should make you nervous
War with Iran, and the cracks start to show in Private Credit
From the Supreme Court's landmark tariff ruling to Claude's latest disruption, we break down a very newsworthy week in the markets.
AI narratives hit the financial sector, while Meta and Ring push surveillance boundaries. Plus, a look at Unity's earnings and Discord's IPO prep.