Meta earnings call Kalshi odds point to cloud and Ray-Ban mentions
Kalshi traders expect Meta to discuss cloud and Ray-Ban smart glasses, while social media policy terms carry lower odds.
By Marcus V. Thorne 2 months agoMarkets Editor
Marcus V. Thorne
Marcus writes the market wraps and the flows analysis: equities, volatility, and the positioning behind the tape.
Latest from Marcus V. Thorne
Private equity wealth management deals build as Carlyle buys Secturion
Recent RIA investments and Carlyle’s Secturion acquisition show private capital targeting scaled financial advice and defense tech...
By Marcus V. Thorne 2 months ago
Amazon, Meta and Microsoft capex plans face scrutiny after Alphabet sell-off
Amazon, Meta and Microsoft report after Alphabet raised its 2026 capex outlook, sparking a sell-off and debate over AI returns.
By Marcus V. Thorne 2 months ago
Boeing q2 2026 earnings miss as Air Force One charge weighs
Boeing reported a wider adjusted loss than analysts expected after a $280 million hit tied to the delayed Air Force One program.
By Marcus V. Thorne 2 months ago
Warsh Fed rate decision puts focus on press conference clues
Kevin Warsh is not expected to raise rates this week, but markets will watch how he frames inflation, AI costs and Fed politics.
By Marcus V. Thorne 2 months ago
TowerBrook says services opportunities are strongest in H2 outlook
Joseph Knoll told PE Hub that TowerBrook is upbeat on H2 investing while exits remain selective and AI reshapes underwriting.
By Marcus V. Thorne 2 months ago
Jim Cramer margin warning targets AI data center stocks bought with debt
CNBC’s Jim Cramer said investors using borrowed money in AI data center stocks should sell as volatility rises.
By Marcus V. Thorne 2 months ago
BC Partners InfoRLife deal gives firm co-control stake
BC Partners agreed to acquire co-control of InfoRLife, adding a healthcare platform as its second Fund XII investment.
By Marcus V. Thorne 2 months ago
Trump tariffs ads target Democrats in 15 competitive House districts
The NRCC is attacking Democrats over opposition to Trump tariffs as Republicans test trade policy as a midterm campaign issue.
By Marcus V. Thorne 2 months ago
China DUV machine report weighs on ASML, but analysts see limits
ASML shares fell after a report on a China DUV machine, though analysts cited yield, scale and export-control constraints.
By Marcus V. Thorne 2 months ago
UPS q2 earnings top estimates as company raises 2026 guidance
UPS reported $22.8 billion in second-quarter revenue and lifted its 2026 outlook, sending shares slightly higher before the open.
By Marcus V. Thorne 2 months ago
France and Spain wildfires burn nearly 300,000 acres as heat wave nears
Fires have burned about 104,000 acres in France and 190,000 in Spain, forcing nearly 300,000 evacuations as heat risks rise.
By Marcus V. Thorne 2 months ago