Earnings

Artificial Intelligence

Oracle’s AI-Powered Sales Growth Threatens Elon Musk’s Reign as World’s Richest Man

Photo via Jay Hirano / SOPA Images/Sipa USA/Newscom

Oracle said its remaining performance obligations is now sitting at $455 billion. That’s up 359% from where it stood just a year ago.

2 min read

Photo via Nicolas J Leclercq

Indicators

Dismal Jobs Numbers May Not Mean What You Think

Morgan Stanley analysts think the US economy has been in a “rolling recession” since 2022 — and it may already be almost over.

2 min read
Photo by Michael Förtsch via Unsplash

Electric Vehicles

A Culling Looms for China’s Crowded EV Industry

In an interview with the Financial Times, BYD’s executive vice president Stella Li said just a handful of China’s 130 EV-makers will survive.

1 min read
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Markets

Everyone’s Joining Big Tech’s Market Rally

Through August, Wall Street began rotating into small cap companies and sectors outside the bounds of the AI trade.

2 min read

Industrials

Gold Miner Newmont Mints Some of S&P 500’s Best Returns

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Shares in Colorado-headquartered Newmont, the world’s largest gold miner, have risen 96% in 2025, the third-best performance on the S&P 500.

2 min read

Consumer

Constellation Brands Serves Up Lukewarm Beer Sales

Photo via Richard B. Levine/Newscom

Constellation, which specializes in Mexican brews, has been coping with canned-beer tariffs that started in April.

2 min read

Artificial Intelligence

Tech Giants Deliver AI-Powered Earnings Growth

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Quarterly earnings at tech giants Meta and Microsoft surged, indicating that multi-billion dollar AI investments are starting to pay off.

1 min read

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