Gold price movement

It doesn't get more textbook than this: Every step of our March 3rd "Conflict Playbook" has been outlined on this oil price chart. It began with Steps #1 and #2 when Trump sent an "armada" to Iran and ramped up threats

Is this the most important chart in the market? The US accounts for 29% of the world’s consumption while producing 15% of global goods. Meanwhile, China's share of global consumption is 12% while the country accounts f

WOW. This is a chart of Target's stock price, $TGT, this morning, one of America's largest retailers. Even after reducing prices on thousands of items, the company just posted its LARGEST earnings miss in 2 years. Did

The most mind-blowing chart you'll see today: Nvidia, $NVDA, now has a market cap that equals 11.7% of the total US GDP. To put this into perspective, even at the peak of the Dot-com bubble, Cisco's market cap equaled

Absolutely incredible. Just 10 stocks have driven 70% of the S&P 500’s gain since March 30th. These stocks have added +16 percentage points to the index’s +23% gain over this period. Nvidia, $NVDA, has contributed the

History unfolding, in one chart: The US Dollar to Gold ratio is falling off of a cliff.

We ran a randomized controlled trial to see how much AI coding tools speed up experienced open-source developers. The results surprised us: Developers thought they were 20% faster with AI tools, but they were actually 1

Some more detail on the ROIC Intelligence App I built yesterday and mentioned on today's earnings call. I took the PDF that Brian Nowak at Morgan Stanley put together for Hyperscale ROIC this week and used Copilot code

🚀 Introducing Qwen3-Omni, the first natively end-to-end omni-modal AI unifying text, image, audio & video in one model, no modality trade-offs! 🏆 SOTA on 22/36 audio & AV benchmarks 🌍 119L text / 19L speech in / 10L

Today in @Nature, we’re presenting GenCast: our new AI weather model which gives us the probabilities of different weather conditions up to 15 days ahead with state-of-the-art accuracy. ☁️⚡ Here’s how the technology wor

The seventh edition of our Top 100 Consumer AI Apps is here. New this time: a revenue leaderboard, alongside the usual web and mobile traffic rankings. Three years ago we published the first edition. ChatGPT was #1, Cl

Introducing Benchmark Reviews: our new initiative to audit AI benchmarks. We are launching with 15 benchmarks: 4 Verified, 9 Flawed, and 2 with not enough information for a review.