August 4, 2026 AMD Pops Before Q2 Earnings. The 14GW Deal Is on Trial. The gigawatt commitments are signed. Tonight…
The Government Just Bought Stakes in Chip Startups
Washington is taking minority stakes in seven chip deals. Intel explains the appeal and the risk.
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead — and it runs through next year.
Bizarre backstory on Elon Musk?
August 3, 2026 Caterpillar Is Down 25%. The Wealth Case Hasn’t Changed. Featured: Caterpillar Is Down 25%. The Wealth Case Hasn’t…
Three Short-Term Bond ETFs Worth Your Attention Right Now
August 3, 2026 Three Short-Term Bond ETFs Worth Your Attention Right Now The Fed’s hawkish shift makes the short end…
The $2.4 Trillion AI Bet Is Splitting in Two
Hyperscalers locked in trillions for AI buildouts. This week’s earnings showed who is turning spend into returns.
Three Risks Markets Have Filed Away as Solved
The Hormuz MoU is failing, the Fed vote was 9-3, and a rare earth deadline is 102 days away. None…
Here’s Why Trump Won’t End The Iran War
August 2, 2026 The Drone War Created a Market. Space-Eyes Is Betting It Can Win It. Featured: The Drone War Created…
Apple Beat Q3. The Real Problem Is September.
A record quarter couldn’t hide a chip crunch that may lift Apple’s costs.
SPCX Is Down 52% From Its High. August 6 Is the Supply Shock.
Short interest at 34% of float, 911.5 million shares unlocking after earnings. The bears are not betting against the business.