Bloomberg Senior Economic Statecraft Reporter Joe Deaux joins Tim Stenovec and Kristine Aquino for a one-hour special of Businessweek Daily to answer all your questions about rare earths and the $3 Billion US investment in the critical minerals industry. Investigative Reporter Polly Mosendz discusse
Steve Ostroff, Former Acting Commissioner of the FDA and Former Deputy Director of the National Center for Infectious Diseases at the CDC, joined the program to discuss the public awareness timeline of the cyclospora outbreak. The conversation highlighted that while the outbreak became widely known
Jack of All Trades
SMCI guided next quarter to $14.5 billion, nearly 25% above what analysts expected, as new orders hit $60 billion and gross margins doubled from prior guidance. CRWV reported 112% revenue growth and named Anthropic and Meta as new customers, with a $104 billion contract backlog.
Trade Secrets
Combined CEX volumes fell 23.9% to $3.76T in July — the lowest since November 2023 — as DEX spot market share climbed to a record 19.5% and RWA perps hit $460B.
Jack of All Trades
monday.com beat earnings by 33% and reported AI revenue doubling quarter-over-quarter, then fell 12% as the company declined to raise its full-year outlook. Simon Property reported mall sales of $838 per square foot, a 14% jump proving premium retail is resilient through the Iran war.
Trade Secrets
As we met exactly one week ago, we were once again in the midst of one of Trump’s tacos. I understood why the market was responding to them early in the game, but lately?
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SES AI earnings matched, revenue fell short of estimates
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CAVA Group surges on revenue beat, robust traffic growth
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Apollomics raises $10 million in private placement
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Worksport earnings beat by $0.04, revenue fell short of estimates