The cooler PCE isn’t the win you might think

The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal.

Disney

Disney just broke the law

The latest data shows a strong economy—so why are stocks pulling back? … The Fed's in a tough spot… Disney’s illegal tactics against Nelson Peltz… Why Apple (AAPL) will dominate AI… And how AI will transform every industry.