Goldman Sachs Says Yen Carry Trade Has Roared Back To Dominate Global FX Markets
The yen carry trade, once blamed for a dramatic global market selloff in 2024, has staged a powerful comeback and is reshaping currency markets worldwide. Goldman Sachs strategist Stuart Jenkins wrote in a recent report that betting on carry “bears more relevance in the Group of 10 foreign-exchange space than at almost any point since…
AST SpaceMobile (ASTS) Trades At Steep Premium As Valuation Flags Mixed Signals
AST SpaceMobile (ASTS) has delivered extraordinary returns over the past three years, but questions about whether the stock’s current price reflects too much optimism are now front and center. The company has returned roughly 16x over the past three years, a performance that naturally draws attention to whether meaningful upside still remains for investors buying…
White House Quantum Summit Signals National Security Push As China Race Intensifies
Quantum technology has firmly established itself as a top U.S. national security priority, drawing the direct attention of White House officials and industry leaders alike. The shift in Washington’s posture comes as China identified quantum computing as one of its seven future industries, raising alarms among American policymakers and defense strategists. A recent White House…
Rackspace Technology (RXT) Slashes Full-Year Revenue Forecast By $150M And Launches $250M Share Sale
Rackspace Technology (RXT), an AI infrastructure solutions provider, saw its shares tumble roughly 25% on Thursday after the company significantly reduced its full-year financial guidance. The company cut its 2026 revenue outlook by $150 million, citing supply constraints, challenging industry conditions, and shifting internal resource priorities as key factors weighing on near-term performance. Rackspace now…
Apple (AAPL) Sues OpenAI For Trade Secret Theft, Calls Misconduct “The Tip Of The Iceberg”
Apple has filed a lawsuit against OpenAI in the Northern District of California, alleging a months-long scheme to steal confidential information and trade secrets. The complaint states directly that “this case is about Apple’s former employees stealing Apple’s trade secrets for the benefit of OpenAI,” signaling an aggressive legal posture from the iPhone maker. Apple…
Meta Platforms (META) Posts Best Weekly Gain In Years As AI Bets Reshape Investor Outlook
Shares of Meta Platforms surged more than 6% on Friday, reaching their highest level since April and capping a stunning weekly rally. The roughly 15% weekly gain marked Meta’s strongest performance in years, erasing a year-to-date loss and pushing the stock into positive territory for 2026. Mark Zuckerberg’s social media giant benefited from a wave…
SpaceX (SPCX) Holds Flat While Rival Space Stocks Crater Up To 45%
Shares of SpaceX (NASDAQ: SPCX) are trading near $148 on Friday, essentially unchanged from where they opened one month ago following the company’s high-profile market debut. That flat performance may look unremarkable in isolation, but against a battered peer group, it represents the strongest showing in the space sector over the past four weeks. SpaceX…
D-Wave Quantum (QBTS) Wins $1.57M NSF Grant, Shifting Gate-Model Narrative For Investors
D-Wave Quantum’s subsidiary Quantum Circuits, LLC received a $1,566,250 National Science Foundation grant on July 1, 2026, under the ERASE project. The grant gives researchers access to D-Wave’s superconducting dual-rail gate-model quantum computing resources, specifically to advance fault-tolerant technologies. The NSF-backed collaboration is led by Yale University and deepens D-Wave’s role in U.S. quantum innovation…
Defense ETFs Surge As NATO Allies Commit Over $57 Billion In New Military Spending
The 2026 NATO summit in Ankara concluded this week with sweeping announcements that sent shockwaves through global defense markets and reshaped alliance burden-sharing expectations. U.S. President Donald Trump made clear that European allies can no longer unconditionally count on American protection, forcing member states to aggressively step up their own commitments. NATO allies officially announced…
Six Million Small Business Owners Near Retirement, Putting Millions Of American Jobs At Risk
A looming generational shift in small business ownership threatens to reshape the American economy in ways few policymakers have fully reckoned with. Baby boomer owners of roughly six million American small and medium-sized companies will retire between now and 2035, according to research from McKinsey. McKinsey has described the coming wave as “a once-in-a-generation wave…
