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The Unemployment Rate Lied. The Jobs Number Didn’t. 592a40dd-147e-4760-9c29-b40e9f60761f
  • Top News

The Unemployment Rate Lied. The Jobs Number Didn’t.

Bull Bear Daily August 7, 2026
A net loss of 23,000 jobs, a 12-month average that just collapsed to 34,000, and a Fed...
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GS Has Doubled Since April 2025. Now What? 3c2112e6-671e-4912-9875-a9c8e394b6b6
  • Top News

GS Has Doubled Since April 2025. Now What?

Bull Bear Daily August 7, 2026
Record equities revenue, a $4T wealth franchise, and a 106% run in 15 months. The debate has...
Read More Read more about GS Has Doubled Since April 2025. Now What?
The AI Search Dividend Nobody Priced Into Shopify 01d3a126-efec-42c9-a377-4711ffcd4b1b
  • Business

The AI Search Dividend Nobody Priced Into Shopify

Bull Bear Daily August 6, 2026
AI traffic and orders tripled in Q2. The infrastructure underneath that number is what changes the long-term...
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Starlink Is Funding a Black Hole 4655f349-8d01-4df3-b50f-ad9c69daa3d9
  • Economy

Starlink Is Funding a Black Hole

Bull Bear Daily August 6, 2026
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That...
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AMD Up 6% Tuesday. Q2 Is Not the Point. d45b3673-031c-41b9-9584-c13e78f8387f
  • Politics

AMD Up 6% Tuesday. Q2 Is Not the Point.

Bull Bear Daily August 5, 2026
The Helios ramp and Q3 guide are what traders need to watch tonight.
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SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway. 296bd8dc-902f-44bf-8f86-848526d1bae1
  • Politics

SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway.

Bull Bear Daily August 5, 2026
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else...
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The GDP Number Nobody Is Trading 46773e01-9202-4d60-a85a-9a727fcd1ff7
  • Economy

The GDP Number Nobody Is Trading

Bull Bear Daily August 4, 2026
The 1.5% headline is a distraction. The 6.3% deflator and a 4.5% savings rate are the numbers...
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Oracle Is Down 67%. The $638B Backlog Is Real. be17d3dd-1d51-4681-8ce7-2090fa8ea37d
  • Business

Oracle Is Down 67%. The $638B Backlog Is Real.

Bull Bear Daily August 4, 2026
Cloud infrastructure grew 93%. Revenue is guided to $90B. The stock trades at about 14 times forward...
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COF’s AML Defense Just Changed the Legal Map f4834016-d3d0-4741-9a87-f69c2fb5b8d7
  • Business

COF’s AML Defense Just Changed the Legal Map

Bull Bear Daily August 3, 2026
Capital One disclosed an AML review to justify closing Trump accounts. The options market has a harder...
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The Insurance Market Already Priced a 2027 Reopening 87bf008e-72fe-47d1-92be-4f25b04e586c
  • Economy

The Insurance Market Already Priced a 2027 Reopening

Bull Bear Daily August 3, 2026
Trump gave no timeline at Camp David. The war-risk market gave one instead — and it runs...
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