The Brutalist Report

MarketWatch

• Super Micro’s earnings report brings more good news, and the stock is climbing [13d]
• CoreWeave’s stock soars as earnings show major AI momentum [13d]
• Lumentum sees sales more than double as AI demand swells [13d]
• Cava reports sales growth even as some customers steer clear of lettuce [13d]
• Oracle’s stock has taken a hit as AI spending concerns resurface [13d]
• Social Security expands list of conditions to 314 illnesses for faster disability claims [13d]
• Nvidia just soothed a major market fear about AI, analysts say [13d]
• Health insurers are dumping Medicare Advantage plans. Here’s how many seniors could be affected. [13d]
• ‘I’m dreaming of cocktails at Château Marmont’: I found $100 in my Airbnb’s communal washer. What should I do? [13d]
• Unitree’s IPO may be just the beginning of an investor frenzy over humanoid-robot stocks [13d]
• If you can answer this one question, you’ll never worry about money again [13d]
• A historically strong stretch for the U.S. stock market is about to begin [13d]
• Is inflation really slowing? Fed rate hike hinges on July price report. [13d]
• I just moved. These 7 tips saved me around $1,000. [13d]
• We live on a farm and have $2.2 million saved for retirement. We’re ready to retire abroad. Can we afford it? [13d]
• Airbnb has added thousands of new hotel listings. Will that ruin its charm? [14d]
• Warsh’s changes to forward guidance were tried by one central bank — and here’s what happened [14d]
• As Lumentum gears up for earnings, here’s a sign the optical trade is clawing back [14d]
• Roads, water and telecom towers can beat the AI hype. This fund manager flags the infrastructure stocks to buy now. [14d]
• Wall Street bank urges hedging into July’s CPI — as sell trigger hits highest level in eight years [14d]
• These 11 midcaps are popular right now among investment newsletters but not because of their market valuations [14d]
• Why copper — ‘the commodity for all seasons’ — is more precious than gold nowadays [14d]
• Here’s how much Roger Federer is losing as On Holding says it is being disciplined on price [14d]
• Aubrey Plaza finally finds a buyer for $4.9 million L.A. home and is expecting her first child in the fall [14d]
• Red Hot Chili Peppers bassist Flea relists Malibu sanctuary for $7.9 million [14d]
• Intel now says it is selling $20 billion of stock [14d]
• Bears are in pain as the S&P 500 hits record highs. That may mean more upside for stocks. [14d]
• The Bessent bond-market scorecard doesn’t look as strong as it once did [14d]
• ‘The market is obviously on fire’: Is it a mistake to take $1,000 from my brokerage account to pay my car loan? [14d]
• Nvidia teams with Wall Street firms to help finance $500 billion for AI infrastructure [14d]