Orders for Durable Goods at US Manufacturers Jump 7.8% in 2025 to Record on AI Infrastructure & Civilian Aircraft by Wolf Richter • Feb 18, 2026 • 22 Comments Machinery, fabricated metals, electrical equipment, motor vehicles, and nondefense aircraft all hit records.
Serious Delinquency Rates for Subprime & Prime Auto Loans, Balances, and Debt-to-Income Ratio in Q4 2025 by Wolf Richter • Feb 17, 2026 • 50 Comments The high-risk, high-profit ecosystem of subprime auto loans is not for the squeamish.
Despite 4 Years of Mass-Layoffs at Alphabet & Amazon, Headcount Rose in 2025, Nearly Flat with Peak, as Hiring Continued by Wolf Richter • Feb 9, 2026 • 37 Comments After biggest hiring binge ever in 2020-2021, it was clear there’d be a lot of sorting out & cleaning up afterwards.
Software Company monday.com Plunges 22% today, -82% from High, -50% from IPO Price, into our Imploded Stocks by Wolf Richter • Feb 9, 2026 • 43 Comments Is it finally time to bottom-fish this stock? Or is it a falling knife?
AMZN, GOOG, MSFT, META, ORCL Plan $700 Billion in Largely AI-Related Capex in 2026. Where the Cash Comes From by Wolf Richter • Feb 7, 2026 • 131 Comments Big Tech is finally plowing their cash & their investors’ cash into the economy.
Bitcoin Treasury Company Strategy [MSTR] Plunged 77% from its High, Joins our Imploded Stocks. Bitcoin Plunged only 50% by Wolf Richter • Feb 5, 2026 • 105 Comments The miracle of valuing the company’s stock far higher than its bitcoin holdings came unglued. Then bitcoin plunged.
PayPal Shares Plunged 86% from the 2021 Goofball High and Right into our Imploded Stocks by Wolf Richter • Feb 3, 2026 • 104 Comments The sudden CEO switcheroo was just the latest spooky thing.
Office CMBS Delinquency Rate Spikes to Record 12.3%, Much Worse than Financial Crisis Meltdown Peak by Wolf Richter • Feb 3, 2026 • 54 Comments Spike of defaults in January was triggered by two Manhattan office towers; one of them is heading to a foreclosure sale.
Figma, IPO Hotshot AI-Powered Design Software Firm, Joins Our Imploded Stocks by Wolf Richter • Feb 2, 2026 • 47 Comments After riding up the AI-hype mania for two days.
Markets’ Reaction to Warsh: Silver Collapses, Gold Plunges, Dollar Jumps, Treasuries Yawn, Stocks Drop, already Battered Cryptos Sink by Wolf Richter • Jan 30, 2026 • 217 Comments Pulling the rug out from under the “debasement trade.”
