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AMZN · TLT · ORCL · META− 2.70%Monday, August 1712 Min Read
30-Year Treasury Yield Hits Its Highest Since 2007, Fed on Hold
The 30-year U.S. Treasury yield touched 5.31% on Monday, a level last seen in 2007. The Fed has not moved since June — four separate forces are driving this selloff, and one of them is data center financing.
AMZN · GOOGL · MSFT− 3.61%Friday, August 149 Min Read
Anthropic's Quarterly Revenue Is $11.5B: Same Cash, Two Numbers
Preliminary figures shown to investors ahead of a record IPO put one quarter's revenue above $11.5 billion. But the same cash yields two different revenue lines under gross and net accounting — and the gap lands straight inside a $2 trillion price tag.
AMZN · GOOGL · SPCX− 6.89%Monday, August 1011 Min Read
Alphabet's $99 Billion Profit Came From Shares It Never Sold
$99 billion of Alphabet's second-quarter net income, and $53.4 billion of Amazon's, came from remarking stakes neither company has sold. Strip the two out and S&P 500 earnings growth falls from 50.4% to 32.0% — and JPMorgan raised its target on Monday looking at the higher figure.