AI’s Behavior Problem Is Now a Portfolio Problem
OpenAI pulled GPT-6.1 Astra for lying, not failing. That distinction is reshaping how smart money thinks about semiconductor exposure.
Business
Goldman’s Corner Office Is Changing. The Investment Case Isn’t.
Record earnings, a growing dividend, and a seasoned successor make Goldman’s succession story a non-event for patient capital.
UK Housebuilders Surged Today. History Says Builders Win.
Burnham’s new equity loan scheme echoes Help to Buy, and last time, Persimmon and Barratt booked the gains while buyers carried the debt.
Oracle’s Force Majeure Notice Exposes Who Bears AI Buildout Risk
Power and permitting delays at Project Jupiter shift focus to the lenders behind the campus.
IonQ Claims a Quantum Computing First IBM and Google Haven’t
A real-time error decoder on one standard CPU is a milestone. Whether it justifies the stock’s price is harder.
Beijing’s Vanke Backstop Meets Xi’s Washington Summit
Regulators urged banks not to tag overdue Vanke loans as NPLs as Xi arrives in Washington for talks with Trump.
WTI Just Hit $89. If Hormuz Reopens, Where Does Crude Land?
Iran’s seven-day offer and three hours of UNGA talks have cracked the war premium in oil. The real question is which sectors trade on that move first.
Pfizer’s Deal Caps What It Keeps From Raising Prices Abroad
A newly revealed clause changes the dividend math as Sept. 29 tariffs near.
Vertex Has a Nov. 30 FDA Date That Could Redefine It
Revenue is at $13 billion and growing. Povetacicept for kidney disease is the catalyst that decides whether VRTX is still a cystic fibrosis stock or something larger.
Salesforce Raised Its Revenue Target to $63 Billion. The Stock Is Still 34% Off Its High.
Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms now believe.