The Brutalist Report

MarketWatch

• Seagate’s earnings are welcome news for the battered AI trade [44d]
• Medicare is about to change a drug program that held down the cost of premiums. Here’s what to know. [44d]
• Bloom Energy sees sales top $1 billion as AI proves a validation moment for fuel-cell technology [44d]
• Leveraged ETFs tied to SK Hynix are getting hammered as chip wreck deepens [44d]
• Nasdaq-100 is on the edge of correction territory as semiconductor stocks take another beating [44d]
• Space stocks are falling hard — but SpaceX doesn’t deserve all of the blame [44d]
• Microsoft is making a $190 billion AI gamble — and investors will soon see if it’s paying off [44d]
• Ford matches GM in one crucial way, and the stock jumps [44d]
• My stepdad is dying from cancer. How can I help my mom find out if she’ll get his assets? [44d]
• Saudi Arabia has a new, and pricier, workaround to export its oil [44d]
• Why Palantir’s stock is missing out on a big software rally [44d]
• An extra-caffeinated version of Mr. Pibb is helping Coca-Cola win over cash-strapped shoppers [44d]
• Investors are piling into bond funds at a rapid rate. That’s a problem. [44d]
• The U.S. will import Mexican cattle again. Here’s what that means for high beef prices. [44d]
• Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next? [45d]
• Software stocks are rising, and these 6 are expected to withstand the AI threat [45d]
• Tech fund manager says the market is misreading Alphabet’s second-quarter earnings [45d]
• The Fed isn’t your biggest worry. The central-bank decision that actually impacts your 401(k) lands in Tokyo. [45d]
• Micron’s stock sinks toward worst monthly drop in 11 years as China fears escalate [45d]
• Roth conversions as early as your 20s and 30s? It’s not a crazy idea. [45d]
• How coordinating 401(k) contributions with your spouse can unlock thousands in retirement wealth [45d]
• I got an unexpected $1,000 medical bill. Here’s why I’m not paying it yet. [45d]
• Las Vegas home prices post largest drop in the nation [45d]
• Apple is now letting you lease an iPhone like a car. Here’s what to know. [45d]
• Boeing’s stock rallies as surprisingly large loss is offset by upbeat revenue and backlog [45d]
• Meta is up against a wall of AI pessimism heading into earnings [45d]
• Forget oil. A surging El Niño could kill Fed rate cuts — and these stocks stand to win. [45d]
• Oil prices decline further after Trump claims ‘deep talks’ are underway with Iran [45d]