Finance/Business
The S&P 500's Dividend Yield Just Hit 1.04%. Everyone Will Say Dot-Com. That Is the Wrong Read.
The record-low dividend yield is a real signal — but it is a signal about market structure, not about valuation. Reading it as a dot-com replay will get you the...
What Parents Actually Want From Childcare: The Transparency Gap
Australian parents don't just want to know their children are safe. They want to understand how safety is being ensured — and the gap between data collected and data shared...
A Small Field, a Big Corridor — Cyprus Gas Heads to Europe
The Cronos field is modest. The revenue won't be huge. But it opens a new European energy corridor — and the fields behind it are the ones that will actually...
USCIS Tightens Immigration Rules — Green Card Applications Can Now Be Rejected Without Warning
The sharpest procedural tightening of the US legal immigration system in a generation, layered on top of three other structural changes still in motion
Disney Agrees Deal to Let TikTokers Use Its Films and TV Shows
TL;DR Disney has signed a licensing agreement with TikTok that allows creators to use clips, audio, and imagery from Disney's film and television catalogue in their videos without fear of...
GM Bets on China for Another 20 Years
GM's 20-year extension of its SAIC joint venture is not a bet on US-China detente. It is a bet that the Chinese auto market is too large to exit and...
AMD's Revenue Climbs 50% and Data Center Sales Double — but the Stock Falls
AMD just delivered the best quarter in its history. The stock fell because the market had already priced in an even better future — and that future is not guaranteed.
The US Just Helped Japan Rescue the Yen. The Real Story Is US Treasuries.
The first US-Japan joint yen-buying intervention since 1998 was not primarily about helping Tokyo — it was about protecting the $1.1 trillion in US government debt that Japan holds, and...
Flight Attendants at Canada's WestJet Go on Strike in Dispute Over Pay
4,400 flight attendants walked off the job over a single question: should you be paid for the hours you work before the plane leaves the ground? The answer is reshaping...
Amazon is buying time, power, and chips before it buys revenue
Amazon's extra $20 billion is not a confidence vote in AI hype. It is a declaration that cloud capacity is now the scarce asset — and that the hyperscaler race...
Microsoft’s Azure Passes US$100bn as the AI Buildout Becomes a Revenue Story
Microsoft has supplied the strongest evidence yet that hyperscaler AI spending is converting into cloud revenue, but the real financial test has moved from demand to capital discipline.
Oil rebounds ~7% as Hormuz risk returns
Brent did not rise because the world suddenly needs 7.9% more oil. It rose because the market had briefly priced a diplomatic off-ramp and then had to buy it back....
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