The Brutalist Report

MarketWatch

• Microsoft’s stock has sprung back to life: It’s on its strongest run in 3 years, by one measure [14d]
• Google’s stake in SpaceX could be worth more than most companies on the planet [14d]
• The ‘ultimate contrarian trade’ is starting to pay off for investors. Why it might have more room to run. [14d]
• Hims & Hers stock jumps as U.S. moves forward with plan to reassess popular peptides [14d]
• The oil market thinks the worst is over from the Iran war. The damage suggests otherwise. [14d]
• Nvidia’s stock seals its longest winning streak ever. Is the momentum for real? [14d]
• The S&P 500 just clinched a record high. Here are 6 charts to watch for what comes next. [14d]
• ‘I’m in my 30s and majored in finance’: In the age of AI, which pays off — a CFA or an executive MBA? [14d]
• Live Nation stock falls as jury finds ticketing giant acted as an illegal monopoly [14d]
• Is Tesla a chip stock now? Investors are cheering a semiconductor milestone. [14d]
• Iran war is a major source of uncertainty for U.S. businesses, Fed’s ‘beige book’ says [14d]
• Who were the winners this tax season? People who took advantage of the bigger SALT deduction. [14d]
• Here’s where to find the cheapest gas in America right now — up to 34 cents a gallon below the national average [14d]
• CoreWeave sees a $7 billion win from an unconventional customer. Financial firms want AI chips, too. [14d]
• Most retirees want to age in their own homes — but they’re not factoring in these hidden costs [14d]
• Tim Cook is back to buying Nike stock, four months after an ill-timed purchase [14d]
• U.S. stocks may be moving past the Iran conflict — but these markets aren’t sending the ‘all clear’ just yet [14d]
• Powell’s term as Fed chair is coming to an end. Trump wants to fire him anyway. [14d]
• ‘Engagement’ is the key theme of Netflix’s earnings after the Warner Bros. deal collapsed [14d]
• How the Globalstar purchase could turn Amazon’s Leo into a satellite powerhouse [14d]
• Could pressure to make money faster kill the next lifesaving pill? [14d]
• Quantum stocks extend their gains. Why Nvidia’s new models could give the industry a boost. [14d]
• Allbirds’ AI pivot sends its stock soaring 300%. We’ve seen this film before. [14d]
• How Meta’s little-known chip business fits in with Zuckerberg’s ‘superintelligence’ ambitions [15d]
• Inflation watch: High oil prices boost the cost of imports again. How long will the pain last? [15d]
• U.K. move to delay job statistics overhaul is just latest headache for investors facing unreliable data [15d]
• The Strait of Hormuz could matter a lot less in the future — here’s how [15d]
• Morgan Stanley beats Wall Street earnings forecasts — by a long way [15d]
• Big Tech’s giant headache: billions in AI capital spending means investors demand results [15d]