Macro.

4 posts in this topic.

Oil breaks $100 as Middle East tensions escalate and why Oracle retreating from its AI buildout should make you nervous

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.

An analysis of the paradoxical market reaction to AI infrastructure spending and the shifting SaaS landscape.