AI bond supply is testing demand. Early September is the real stress point.
Business
Trump paused Iran strikes. Oil fell. September policy is still the risk.
The market sold the headline miss. The portfolio story matters more.
The Hormuz truce is fraying, a Fed hike is now a coin flip, and rare earth deadlines...
A data center downgrade just hit CAT. The Q2 numbers decide if the AI thesis holds.
The automation spinoff just beat Q2 estimates and raised guidance. The market is starting to notice.
Revenue up 40% and a $7.7B backlog. The real debate is the valuation.
Every AI agent needs an identity. Okta wants to be the gatekeeper.
Operating earnings jumped about 54% and guidance moved sharply higher. The sector read-through is the bigger story.
The New York foundation pour happened months ahead of schedule. That detail matters more than the headline...
