The Brutalist Report

MarketWatch

• As Micron’s stock blows past $1,000, Wall Street sees more gains in store [51d]
• Alphabet asks shareholders to foot an $80 billion bill for AI expansion [51d]
• OpenAI’s next legal battle is against states who claim its models are dangerous [51d]
• Investors are piling into bullish options bets — another sign that the stock market is getting overheated [51d]
• The AI trade is remaking the global stock-market order [51d]
• The federal government plans to make it harder for you to sue your employer over alternative 401(k) investment options [51d]
• Trump backs down on his ‘anti-weaponization’ fund. Funding for immigration enforcement should now get the Senate’s OK. [51d]
• HPE’s stock soars toward record gain as earnings show a networking bonanza [51d]
• Many big oil tankers remain stuck in Strait of Hormuz — and may not return once they escape [51d]
• Job seekers are using ‘AI role-play’ to negotiate salary. Here’s how to do it. [51d]
• Barry Diller’s $12.4 billion offer for MGM is a big bet that Vegas is back [51d]
• These home-builder stocks look cheap after Berkshire’s ‘vote of confidence’ in the sector [51d]
• Did Trump spark an IBM stock rally? It’s complicated. [51d]
• Wall Street keeps its AI stock-picking secrets — here’s what robo advisers actually do [51d]
• Microsoft’s stock chart just flashed a bullish signal for a software comeback [51d]
• YouTube is now Hollywood’s horror-film pipeline — and the new model for movie making [51d]
• Anthropic just set the stage for a blockbuster IPO — beating OpenAI to the punch [51d]
• Strategy’s stock drops after rare bitcoin sale tests ‘never sell’ narrative [51d]
• SpaceX says it will reserve 5% of its IPO shares for staff, friends and family [51d]
• U.S. manufacturers extend best hot streak since 2022, so why aren’t business leaders happy? [52d]
• The massive run-up in AI stocks this year may be built on a ‘token mirage’ [52d]
• ServiceNow, Adobe stocks jump as Nvidia’s new AI chip sparks software rally [52d]
• An experimental lung-cancer drug could replace Keytruda one day. But investors aren’t wowed. [52d]