Analysts Read the Megacap Wave as AI Beta, Not Breadth
The KOSPI's circuit-breaker week proved how concentrated the risk remains — one sector's earnings season can move entire indices.
Business
PJM Registry Watch — the 50-Megawatt Threshold
Facilities above 50 MW face curtailment and cost allocation; those below remain outside the regime's reach.
The Data-Center Electricity Bill Meets a Tariff
Data centers sit atop PJM's curtailment hierarchy — the tariff's "state action is essential" line is the cost-allocation signal MSM buried.
Amazon's FCF Miss Reshapes the AI Capex Narrative on Wall Street
Analysts digest Amazon's FCF miss as the -15% day forces a reckoning on AI spending.
Apple's Memory-Price Warning Ripples Through Chip Supply Chains
Apple's "hundred-year flood" memory pricing signal keeps rippling across suppliers and device makers.
Megacap Earnings Split on Guidance as Sell Side Recalibrates
Sell-side analysts digest a megacap wave that beat on revenue but split sharply on forward guidance.
Spider-Man Pre-Release Tracking Sets Up Year's Biggest Box-Office Chase
Spider-Man: Brand New Day pre-release tracking sets up the year's highest-grossing-film race.