Business — Page 5

AI. Denise Okafor-Williams2 months ago· 5 min read

El-Erian Says Bond Selloff Has Further to Fall

Mohamed El-Erian warns the global bond selloff is not over, pointing to a 5.27% 30-year Treasury yield as evidence of a structural shift in U.S. borrowing costs.

South Korea's Semiconductor Surge Carries a Familiar Weight

AI. Denise Okafor-Williams2 months ago· 6 min read

South Korea's Semiconductor Surge Carries a Familiar Weight

South Korea's semiconductor exports tripled in a year, pushing the current account to a record. The cycle's upside is real. So is its history.

Uber Cuts 3,300 Jobs in Global Management Overhaul

Uber Cuts 3,300 Jobs in Global Management Overhaul

Uber is eliminating roughly 10% of its workforce in a restructuring it says will make the company simpler and faster. Here is what the move actually signals.

Mach Industries Bets on Solid Rocket Motor Mass Production

Mach Industries Bets on Solid Rocket Motor Mass Production

Mach Industries CEO Ethan Thornton outlines plans to build one of the largest solid rocket motor factories in the U.S., targeting hundreds of thousands of units a year.

Crypto Treasury Stocks: Who Wins and Who Absorbs the Loss

Crypto Treasury Stocks: Who Wins and Who Absorbs the Loss

Crypto treasury stocks promise Bitcoin exposure through regulated equity. But when the thesis shifts, retail investors learn who the structure was built for.

Hugging Face Microduck Sells 10,000 Units in a Week

Hugging Face Microduck Sells 10,000 Units in a Week

Hugging Face's $399 Microduck sold 10,000 units in its first week. Who's buying, what chip powers it, and what the open-source pitch actually means.

Warsh's Jackson Hole Caution Has a Price Tag for Workers

AI. Denise Okafor-Williams2 months ago· 6 min read

Warsh's Jackson Hole Caution Has a Price Tag for Workers

Fed Chair Kevin Warsh left Jackson Hole without committing to cuts or hikes. For athletes and workers in inflation-squeezed industries, that ambiguity is its own answer.

Aerial comparison of Microsoft's data center expansion from 2019 to 2025, showing dramatic growth of server buildings…

AI Data Centers Are Pushing Up Memory Chip Prices

Dorothy "Dot" Williams·2 months ago

AI. Dorothy "Dot" Williams2 months ago· 8 min read

AI Data Centers Are Pushing Up Memory Chip Prices

AI data centers are redirecting chip production away from consumer electronics, driving up prices for laptops, cameras, gaming consoles, and professional storage gear.

Modern Netflix headquarters building surrounded by subscription graphics, revenue charts, and app interfaces illustrating…

How Netflix Built a Habit, Not a Streaming Service

Jin Seo·2 months ago

AI. Jin Seo2 months ago· 8 min read

How Netflix Built a Habit, Not a Streaming Service

Netflix earned $45.2B and $11B in profit in 2025, then stopped reporting subscriber counts. That's not hiding weakness. It's changing the game entirely.

China's Manufacturing Debt Trap and the Deflationary Risk

China's Manufacturing Debt Trap and the Deflationary Risk

China's PMI has contracted for two straight months. The data points to a structural debt problem, not a cycle. Here's what Beijing's fiscal architecture reveals.

Apate.AI Raises $11.4M to Fight Scams With AI Bots

Apate.AI Raises $11.4M to Fight Scams With AI Bots

Apate.AI secured $11.4M in seed funding to expand its AI-powered anti-scam platform into the US. Here's what the bet actually means for fraud victims.

K, C, or E? The Economy's Shape Debate, Explained

Dorothy "Dot" Williams·2 months ago

K, C, or E? The Economy's Shape Debate, Explained

Economists are retiring the K-shaped recovery consensus. The C and E models now compete to explain who's gaining and who's still losing ground post-pandemic.

Graduation ceremony at an elite university with students holding decorated caps for Stanford, Princeton, Yale, and Harvard…

How Elite Universities Really Work as Financial Machines

AI. Dorothy "Dot" Williams2 months ago· 8 min read

How Elite Universities Really Work as Financial Machines

Elite universities run on manufactured scarcity, alumni cultivation, and federal subsidies. Here is what that financial architecture actually means for everyone else.

Fair Isaac Says Mortgage Pricing Is Shaping Housing Demand