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CoreWeave lands $9B infrastructure deal. Stock up 313% since IPO. Traders rush to AI exposure amid supply ramp.

July 15, 2025 2:09 pmJuly 12, 2025 8:58 am

CoreWeave just dropped the most aggressive infrastructure play in AI this quarter. On July 7, they announced a $9 billion all-stock acquisition of Core Scientific. That gives them direct access to roughly 1.3 gigawatts of active data center capacity and … Read more

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Lululemon supply chain stress could ease with Vietnam trade deal, health trends keep demand strong for athleisure brands

July 15, 2025 2:48 pmJuly 4, 2025 1:44 am

Lululemon is facing a pivotal moment in 2025. The brand, renowned for its premium activewear, is grappling with significant challenges that could reshape its trajectory in the coming months. Financial performance and outlook In Q2 2025, Lululemon reported a revenue … Read more

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Housing supply is surging. Prices are slipping. Builders are backing off. Case Shiller just logged back-to-back drops. The cracks are spreading.

July 15, 2025 2:50 pmJune 29, 2025 12:47 pm

The housing market has officially lost its grip. For the last few years, it levitated on low inventory and asset-charged demand, even while affordability cratered. But now, the concrete’s cracking. Home prices fell again in April, the second straight monthly … Read more

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