The Odyssey Imax 70 mm screenings drive scarce premium ticket demand
Only 41 theaters worldwide are showing Christopher Nolan’s film in Imax 70 mm, lifting demand for higher-priced premium screenings...
By Marcus V. Thorne 4 weeks 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
Nvidia secures SK Hynix memory supply in AI infrastructure deal
Nvidia said a multiyear SK Hynix agreement could be worth $500 billion and support AI data centers due to come online in 2027.
By Marcus V. Thorne 4 weeks ago
Alphabet AI spending plan puts Big Tech capex in focus
Alphabet lifted its 2026 capex outlook to $190 billion to $205 billion, sharpening scrutiny of AI spending at Amazon, Meta and Mic...
By Marcus V. Thorne 4 weeks ago
Brent crude price falls on report of U.S.-Iran talks push
Brent and WTI fell more than 4% after Reuters reported Pakistan is seeking renewed U.S.-Iran talks with China's support.
By Marcus V. Thorne 4 weeks ago
Oil tanker attacks widen across Red Sea, Hormuz and Black Sea
Oil tanker attacks are disrupting key routes as Brent tops $100 and analysts warn of tighter crude and fuel markets.
By Marcus V. Thorne 4 weeks ago
Moody's AI spending warning flags credit risk for tech hyperscalers
Moody's says AI infrastructure spending could reach $1 trillion in 2027, pressuring cash flow at Amazon, Meta, Alphabet and peers.
By Marcus V. Thorne 4 weeks ago
Claude Opus 5 cost comes in at half the price of Fable 5
Anthropic priced Claude Opus 5 at $5 per million input tokens and $25 per million output tokens as enterprise AI buyers focus on R...
By Marcus V. Thorne 4 weeks ago
Trump EU tariff threat targets bloc over fines on U.S. tech companies
Trump said a U.S. trade probe into EU tech fines could lead to a substantial tariff on the 27-member bloc.
By Marcus V. Thorne 4 weeks ago
Intel and Dover stock moves split CNBC Investing Club views
CNBC Investing Club cited foundry-client timing at Intel and an execution miss at Dover as stocks moved in opposite directions Fri...
By Marcus V. Thorne 4 weeks ago
Nvidia, Microsoft and Meta warn against open-weight AI restrictions
Twenty-five tech companies urged policymakers not to impose broad curbs on open-weight AI models as Chinese systems gain traction.
By Marcus V. Thorne 4 weeks ago
Harbinger Athletics stake marks fund’s first investment
Harbinger Sports Partners bought a minority stake in MLB’s Athletics as part of equity financing for a Las Vegas Strip ballpark.
By Marcus V. Thorne 4 weeks ago
South Korea property bubble fears rise as Lee cites Japan crash
President Lee Jae Myung used Japan’s 1990s bust to press housing reforms, while economists say lending rules limit systemic risk.
By Marcus V. Thorne 4 weeks ago