Early April incident marked first time in decades the US had to acknowledge one of its jets was shot down by enemy fire...

"We expect total corporate equity supply to register $675 billion including follow-ons and other issuance. However, this issuance scales to just 1.0% of US equity market cap, compared to an average of 1.5% since 1995." - Goldman's Ben Snider

AI isn’t free...

"Palestine Action, a group known for targeting Israeli defense-linked facilities and recently banned in the UK, published an online 'Target Map' containing civilian..." 

New low-temperature process enables stacked silicon chips that pack more computing power into less space...

Stone fortress has stood for nearly 1,000 years...

Quantum computing’s ‘Q-Day’ threat isn’t science fiction... it’s the slow collapse of today’s encryption, exposing governments, companies, and data long before anyone notices...

It is both a market of one and a market of many: macro forces are moving everything together, while dispersion beneath the surface is creating plenty of idiosyncratic opportunity.

Mixed China PMIs; Iranian Supreme Leader’s military adviser Rezaei said Iran has no intention of yielding or compromising with the US.

"Over time, we expect to unify our site-built homebuilding operations into a combined platform enabling us to deliver the dream of homeownership to more Americans."

While markets are already beginning to price the end of the conflict, they are nowhere close to pricing what comes next...

...poverty is now on the minds of more U.S. adults, at least more imminently, than before.

If AI is like what automobiles were to humans, we are in for a great ride. If AI is like what automobiles were to horses, we could be in some trouble, though those left working should be in great shape...

But analysts are now saying "enough is enough".

Wine sipping New York liberals claim that people cannot be patriotic without accepting the uglier details of their national history, yet leftists hypocritically subvert history all the time...

...retail euphoria will be difficult to contain near-term

A new dawn of energy dominance in an increasingly fractured world...