Home Depot Is Priced for a Housing Bust—But Its Earnings Tell a More Resilient Story




‼️ 🏠 Home Depot Is Priced for a Housing Recession. Its Earnings Say Something Less Bearish

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Fed’s Paulson: “Hasn’t Gotten Worse” Isn’t Good Enough—More Hikes on the Table

‼️ Philadelphia Fed President Anna Paulson said Thursday that further rate hikes may be needed to bring inflation back to target, warning in prepared remarks at a fintech conference in her home district that underlying inflation trends remain worrying—coming just a week after the FOMC raised rates by a quarter point—and noting that “the best I can say about underlying inflation this year is that it hasn’t gotten worse.”

DeepSeek’s Revenue Run Rate Tops $1 Billion as Chinese AI Upstart Eyes $75 Billion Valuation

‼️ 🇨🇳 🧠 DeepSeek’s annualized revenue run rate has surpassed $1 billion, more than doubling in recent months, The Information reported, citing comments from CEO Liang Wenfeng to investors. The Chinese AI startup is reportedly planning a second funding round of up to 50 billion yuan ($7.45 billion) at a 500 billion yuan valuation by end-October, while also exploring a Shanghai listing. Revenue growth was partly driven by 2.3–4.5x price increases for its AI models.