The Brutalist Report

MarketWatch

• Retailers keep tinkering with their AI shopping assistants, in search of better service [17d]
• Cisco to cut jobs so it can invest more in AI, and the stock rockets toward a record [17d]
• Cerebras’s IPO will be fresh a test of investor excitement for AI infrastructure [17d]
• The world lost nearly 1 billion barrels in oil supply over the past 75 days. Why investors aren’t worrying enough. [17d]
• Warsh faces rate pressure as April’s inflation spike leaves the Fed with zero excuses [17d]
• Ford’s stock is the S&P 500’s biggest gainer. The carmaker is putting a very Tesla spin on things. [17d]
• The Iran war could be a $300 billion shock — driving up mortgage rates and squeezing wages [17d]
• A highly concentrated stock market is supposed to be scary. What should you do about it? [17d]
• Cathie Wood’s flagship fund is largely missing out on a booming tech-fueled bull run [17d]