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Elon Musk and Mark Zuckerberg might not like each other, but they have at least one thing in common: building a conglomerate by buying everything.

SpaceX announced a $60 billion option to acquire Cursor, pairing its Colossus supercomputer with Cursor's coding product. Rockets, satellites, social media, robotaxis, and now the world's most popular coding tool.

Cursor escapes dependence on rival models. SpaceX gets distribution it couldn't build.

As one investor put it: the Hunger Games have just begun.

— Brooks & Cas

Airlines are flashing a warning. Despite solid earnings, carriers signaled that surging fuel costs may force steep fare hikes, highlighting how energy inflation is starting to hit the real economy.

Next week shifts focus to Big Tech. With five of the Mag 7 reporting, their results could decide whether the AI-driven rally regains momentum or continues to fade.

As long as new Apple (AAPL) leader John Ternus recognizes “liquid glass” as heresy, he’s okay by me.

The company calls it “voluntary”.

Somewhere, a spreadsheet disagrees.

Eighteen years of child-rearing now runs the cost of a starter home in most of the country, minus the appreciation.

Parents are basically running an unprofitable subscription service.

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But here’s the short version:

If you take a finance bro to a bank, he’ll probably ask for a cookie.

If you give the finance bro a cookie, he’ll probably ask if it’s stale.

If the cookie is stale, he’ll probably buy a 10% share.

The cookie test, according to @dirtcheapbanks, never fails.

Just “token poor”.