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]