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  • Wall Street’s riskiest trades are suddenly back on top: Chart of the Day

  • Sandisk’s Margins Look Like Software. Can They Last?

    Sandisk’s gross margins hit 85% on fixed-price contracts and AI-driven demand, prompting an Argus upgrade, even as bears question if price-led gains can last.

  • CAVA Earnings: The Easiest Comp of the Year Meets a Tough Valuation

    CAVA shares jumped 14% after Q2 2026 results beat estimates with 9% same-restaurant sales growth, though margins slipped and full-year guidance held steady, leaving valuation questions unresolved.

  • The Economics of a Shrinking World

    From Jesus Fernandez-Villaverde and Patrick Norrick: As of 2026, humanity is likely below replacement fertility. That has never happened before, not in wars or pandemics. But the real surprise is that the fall has been concentrated in low- and middle-income countries and among poorer and less educated women. We fit a single-factor model to 236…

  • The exodus from Israel

    Immigration is at the heart of the country’s self-image. But people have been leaving

  • The CFPB to Cease Discretionary Publication of Complaint Narratives and Visualizations

  • Resort destination mall and hotel file Chapter 11 bankruptcy

  • SEC Charges Toms River Trio in Connection with Alleged $47 Million Fraud Targeting Orthodox Jewish Communities

    The Securities and Exchange Commission today charged three Toms River, New Jersey residents for their roles in an affinity investment fraud that raised approximately $47 million from more than 87 investors, who were primarily members of Orthodox Jewish…

  • MiB: Filippo Gori, J.P. Morgan co-head of Global Banking

       On this special, bonus episode of Masters in Business, I speak with Filippo Gori, co-head of Global Banking at J.P. Morgan. Gori shares insights from his climb through the firm’s ranks across London and Hong Kong, plus discuss the current state of banking, capital markets and more. A transcript of our conversation is……

  • Melco Resorts & Entertainment Limited 2026 Q2 – Results – Earnings Call Presentation

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