August 6, 2026 GS Has Doubled Since April 2025. Now What? Featured: GS Has Doubled Since April 2025. Now What? Sponsored…
Starlink Is Funding a Black Hole
SpaceX's only profitable segment posted $1.66B in operating income last quarter. Its AI division consumed $15.83B in capex. That math…
Circle’s CEO Says Billions of Agents Are Coming.
August 5, 2026 Circle’s CEO Says Billions of Agents Are Coming. Q2 earnings landed this morning with an EPS beat…
Burry Banked the Win. Now Ask What He Left on the Table.
He entered MSFT at $415, exited near $490. He closed an Oracle short that paid roughly 51% on the downside.…
Nvidia Was $0.50 Before the iPhone. Here’s What That Pattern Looks Like Today.
August 5, 2026 SpaceX Is No Longer a Rocket Company. Featured: SpaceX Is No Longer a Rocket Company. Sponsored In May…
SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway.
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else can match —…
The 1930 Law Trump Just Revived for Canada Tariffs
Section 338 hits Canada on August 19. USMCA will not shield covered goods.
AMD Pops Before Q2 Earnings. The 14GW Deal Is on Trial.
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.