The Brutalist Report

CNBC

• Broadcom guides to big numbers but investors wanted more. Why we're OK to hold for now [8d]
• PG&E CEO calls on California to pass wildfire reform after the shelved effort crushed the stock [8d]
• Jim Cramer says investors aren't ditching tech — they just want cheaper stocks [8d]
• How Equinix has found a niche in the multitrillion-dollar AI data center boom [8d]
• Trump and Xi are set to meet in DC. Why some China watchers have low expectations [8d]
• J&J's run to record highs hasn't reached the finish line yet. Here are the key drivers [8d]
• USTR's Greer huddles with House Republicans amid Trump trade spats [8d]
• NBA suspends Clippers owner Ballmer for one year in Kawhi Leonard salary cap probe [8d]
• Microsoft to start disclosing Azure quarterly revenue as company consolidates business units [8d]
• Broadcom's stock drops 5% as weak guidance overshadows earnings beat [8d]
• Snowflake spikes 22% on healthy results and AI coding momentum [8d]
• Judge refuses to block Arkansas news reporting on Google data center energy documents [8d]
• The Los Angeles Angels are being sold for a record $4 billion. Here's what every MLB team is now worth [8d]
• Traders are piling into this international stock market that just pulled ahead of the Nasdaq [8d]
• States now must report undocumented immigrants to DHS or risk federal funding, DOJ says [8d]
• AI trade faces test with next week's Oracle earnings [8d]
• New Jersey asks the Supreme Court to take on prediction markets [8d]
• We're starting positions in 2 more defensive stocks to balance our AI exposure [8d]
• Trump floats renaming Strait of Hormuz the 'Trump Strait' [8d]
• What to watch in Broadcom’s upcoming earnings – and why Nvidia is running [8d]
• These women were laid off while on maternity leave. Yes, it's legal, and probably more common than you thought [8d]
• Does Medicare pay for long-term care? Many people get it wrong — and it may cost them later [8d]
• Southwest to debut airport lounges in four cities, with more to come [8d]
• Trump to meet with travel industry CEOs as White House touts World Cup tourism boost [8d]
• Thyme Care raises $125 million, pushing cancer care startup's valuation above $2 billion [8d]
• Ford continues ramping up pickup truck production as sales fall 10.3% in August [8d]
• Private equity funds are losing to the S&P 500 of late—why investments for the wealthy aren't necessarily better [8d]
• American Airlines continues premium push with redesigned Boeing planes [8d]
• New York Fed's Williams says yield surge due to strong economic prospects [8d]
• Uber to cut 10% of workforce in bid to move 'simpler and faster' [8d]
• Jim Cramer's top 10 things to watch in the stock market Wednesday [8d]
• There is 'a lot more pushback' on data center construction, Berkshire CEO Greg Abel tells CNBC [8d]
• Private payrolls rose by 38,000 in August, fewer than expected, ADP reports [8d]
• Apple shares are doing something they haven't done in 20 years. Here’s what’s happening [8d]
• Energy Secretary Chris Wright tells CNBC that more than 17 million barrels of oil transited Hormuz on Monday [8d]
• Bond market sell-off: What fixed-income investors can do to protect their money without panicking [8d]
• Berkshire CEO Greg Abel says Japanese bond yields not a challenge for trading houses right now [8d]
• Berkshire CEO Abel says Alphabet a 'significant player' in AI after growing stake in Q2 [8d]
• Demand for riskier mortgages rises along with interest rates [8d]
• Chevron will expand Venezuela operations, more than doubling production through $7 billion investment [8d]
• Bank of Canada mulls Trump tariff shock as it readies interest rates decision [9d]
• Zelenskyy says airlines should avoid Russian airspace, as Ukraine expands drone operations [9d]
• Palantir CEO Alex Karp backs ousted Ukraine defense minister's new defense tech startup [9d]
• Nepal’s mountain tourism industry faces ‘serious warning’ after Himalayan flood disaster [9d]
• Meta settlement could clear the way for new AI product launches, Morgan Stanley says [9d]
• Treasury yields rise as global bond sell-off continues [9d]
• Global bond rout gathers pace as inflation fears mount [9d]
• Scaramucci says he had 'Potomac fever' in the White House — and Bessent and Lutnick have it too [9d]
• Oil major BP completes search for chair after boardroom upheaval [9d]
• China's Xi keeps Iranian president at arm's length weeks ahead of Trump summit [9d]
• Japanese green tea giant Ito En surges 8%, defying a broad market sell-off [9d]
• Brent rises more than 2% following tit-for-tat strikes by the U.S. and Iran [9d]
• Australia posts second-quarter growth of 2.1%, beating expectations [9d]
• U.S. completes fresh strikes on Iran as Mideast tensions flare again [9d]
• We're lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifies [9d]