Anthropic Is Now Worth $800 Billion. Is That Insane or Just the New Normal?
Anthropic’s revenue went from $9 billion to $30 billion in 90 days. At $800 billion, the valuation is aggressive. But the real bubble risk in AI right now isn’t Anthropic.
-
-
The Fed Is Trapped. Don’t Expect Rate Cuts in 2026.
Inflation hit 3.3% in March, gas prices jumped 21% in a single month, and real wages just turned negative. The Fed cannot cut rates into this. Here is why 2026 rate cuts are off the table.
-
Stocks Rally Despite Oil Shock: The 2 Reasons Markets Aren’t Panicking (Yet)
Oil prices surge on Middle East tensions, but stocks rally. Here’s why the market thinks this shock is containable.
-
Strait of Hormuz, Explained: Why 21 Miles of Water Control Global Energy
A narrow waterway in the Middle East carries one-fifth of all globally traded oil. When conflict threatens it, oil prices and inflation spike worldwide. Here’s why 21 miles of water matter to your wallet.
-
5 Financial Stories You Need to Know Before Markets Open Monday
Markets were closed Friday for Good Friday. When they open Monday, they will have oil near $120, a CPI report forecasting the worst inflation in years, and a passed Hormuz deadline to process. Here is everything that happened.
-
Google Says a Quantum Computer Could Crack Bitcoin in 9 Minutes. Here Is What That Means.
Google’s latest research says a quantum computer could crack Bitcoin’s encryption in under 9 minutes. The hardware doesn’t exist yet, but analysts say it could by 2029. Here is what the threat actually means.
-
Oil Hits $108 as Trump’s Iran Speech Stokes War Fears
Trump’s Iran speech offered no exit strategy and vowed strikes for weeks more. Brent hit $108. The Hormuz Strait stays closed. Here is what it means for markets.
-
Stocks, Bonds, and Gold All Fell on the Same Day. That Is the Real Warning.
Wednesday’s peace plan rally lasted 24 hours. Stocks, bonds, and gold all fell on Thursday. The Nasdaq entered correction. Brent hit 08 again. There is nowhere left to hide.
-
A Ceasefire Won’t Fix the Oil Crisis. Larry Fink Just Explained Why.
Everyone is trading the ceasefire headlines. Larry Fink is warning about the scenario nobody is pricing: peace on paper, with Iran still controlling the Strait of Hormuz and oil stuck above 00.
-
US Sends Iran a 15-Point Peace Plan. Oil Fell 5%. Iran Said No.
The US sent Iran a 15-point peace framework via Pakistan. Brent fell 5%, the Dow jumped 270 points. Then Iran said no. Here is what is in the plan and what it would take for markets to believe it.
