The “gold crashed” headlines and the “gold is holding up” headlines are both describing the same chart, and the confusion is the opportunity. Gold has fallen 28% from its January 29 intraday record of $5,595.47 — the steepest quarterly decline in 13 years — yet it still trades near $4,050, roughly 25% higher than a
The fastest fortune in hedge fund history did not die of a bad thesis — it died of leverage. Leopold Aschenbrenner’s Situational Awareness LP ran roughly $225 million into as much as $45 billion in under two years, printed a 439% net return through June 2026, and then lost control of all of it in
The market just repriced IREN twice for the same event, and only one of the reprices was about IREN. The stock closed July 30 at $38.26 — down 50% from its November high of $76.41 — after printing $29.31 on July 29, the day Leopold Aschenbrenner’s Situational Awareness fund was margin-called out of its entire
The best-performing stock in the S&P 500 just fell 37% in a month, and the reason was not in its order book — it was in someone else’s margin account. SanDisk (SNDK) closed July 30 at $1,280, down from a June 25 record of $2,335, after printing $1,016 on July 29 — the day Leopold
CoreWeave spent July absorbing two different catastrophes, and the market has not yet separated them. The first was fundamental: on July 17, Meta announced Meta Compute — the biggest AI capex spender turning compute vendor — and struck directly at the GPU-cloud business model. The second was mechanical: CoreWeave was a $697 million position in
Updated 30 July 2026 — SpaceX (NASDAQ: SPCX) closed at $112.55 on Wednesday 29 July 2026, down 3.32% (−$3.86), per StockAnalysis. Market capitalisation is $1.48 trillion. Verdict: the stock is 50.1% below its post-IPO peak and 16.6% below its $135 IPO price. Two dates now decide the next leg: 4 August, SpaceX’s first earnings report
The instinct heading into Monday is that the market cannot decide whether Palantir will beat. That reading is wrong, and the pricing proves it. Prediction markets put a non-GAAP EPS beat at roughly 88%, while the options market simultaneously prices a 15.3% swing in either direction — an implied band of about $108 to $148
Uniswap cryptocurrency can be expected to rise further to the next resistance level 4.2000. Uniswap broke key resistance level 3.800 Likely to rise to resistance level 4.2000 Uniswap cryptocurrency continues to rise after the earlier breakout of the key resistance level 3.800 (which has been reversing the price from the start of May, as can
The comfortable story about BigBear.ai is that the market has stopped believing in defence AI. The evidence says something narrower and more awkward. In its last reported quarter the company grew backlog 14% sequentially to $281.9 million, lifted gross margin from 21.3% to 34%, landed roughly $75 million in new wins and sits on $431.5
Bloom Energy just delivered the best quarter in its history and shareholders are poorer for it. Revenue rose 165.5% to a record $1.065 billion — the company’s first billion-dollar quarter — non-GAAP earnings came in at $0.78 per share against roughly $0.42 expected, adjusted EBITDA jumped about six-fold to $253.4 million, and management raised full-year