The Brutalist Report

MarketWatch

• Cisco sees record results from an AI ‘supercycle,’ but its stock pulls back [12d]
• Goldman’s latest deal underscores how ‘boomer candy’ ETFs are now big business on Wall Street [12d]
• Chip stocks are closing in on a bull market. Here’s why some analysts are nervous. [12d]
• The 10 housing markets where the most sellers have listed their homes for less than what they paid [12d]
• Rich Americans are propping up the travel economy as airfares soar 25% higher than last year [12d]
• Investors are chasing the latest rally in gold as the yellow metal hits strongest level in 2 months [12d]
• Now China wants to become the shop floor for the Muslim world [12d]
• Will Trump accounts and grandparent 529s bring down the price of college in the future? [12d]
• Alphabet’s stock slips as Nvidia’s $500 billion financing deal threatens custom chips [12d]
• Chili’s has hopped on the chicken-sandwich bandwagon, and it’s driving big sales gains [12d]
• SpaceX’s stock is getting a Grok-fueled boost [12d]
• Nvidia, Intel, Google: Wall Street is partying like it’s 1999 [12d]
• An active fund holding a whopping 800 stocks is beating major indexes. Here’s how. [12d]
• Social Security recipients will get more money next year. Here’s how much benefits may rise. [12d]
• Lumentum’s stock surges, giving a further boost to the optical-networking trade [12d]
• Eli Lilly is suing pharmacies and peptide vendors over sales of the next big weight-loss drug: retatrutide [12d]
• Nebius adds to the excitement around neocloud stocks with upbeat earnings of its own [12d]
• The $30 trillion Treasury market is facing a painful reckoning. How rising yields could squeeze your portfolio. [12d]
• CoreWeave’s stock is rocketing after earnings lead to praise from bulls and bears alike [12d]
• This week’s solar eclipse could make stocks go down. No, really. Here’s why. [13d]
• Citadel Securities called the stock-market reset. Now it says leverage may build up again. [13d]
• Super Micro stock is rallying after results. Here’s what Wall Street is saying. [13d]
• AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust [13d]
• Another AI lab is burning through cash as Tencent earnings rise [13d]
• Can I claim 50% of my husband’s Social Security now — and switch to my higher benefit at 70? [13d]
• Musician John Oates sells his idyllic Colorado ranch for $6.9 million [13d]
• A stock just surged on news Situational Awareness had bought it. But its current fate is unclear. [13d]