An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The…
Your Opinion of Trump Won’t Matter After November 27
August 14, 2026 WBD: The Arb Wall Street Mispriced Featured – WBD: The Arb Wall Street Mispriced Sponsored Dear Reader, Whether…
Apple just sent a powerful signal to investors
August 14, 2026 IBM Is Building an AI Delivery OS. OpenAI Is the Latest Module. Featured: IBM Is Building an AI…
SMCI Missed Revenue. The Market Didn’t Care.
A 77% EPS beat and up to $72B in FY2027 guidance reset the debate.
Wages Are Losing. The CPI Says 3.4%.
The headline is cooling. The real-wage deficit is where the consumer trade lives.
Why Wall Street is Dumping ETFs – September 30th
August 13, 2026 The Best Earnings Season Since 2008 Is Now the Problem Featured: The Best Earnings Season Since 2008 Is…
Nvidia Is Building a Trillion-Parameter Model. The Real Trade Is the Router.
Nemotron 3.5 Lightning and NeMo Switchyard shipped today. Nemotron 4 is next. The open-weight stack is becoming the API killer.
Terafab Is Not a Building. It Is a Supply Chain Argument.
SpaceX and Tesla committed $16.8 billion to phase one of a 100-million-square-foot chip megafactory in Grimes County, Texas. The $119…
$963B in Interest. The Japan Risk Nobody Is Pricing.
August 12, 2026 $963B in Interest. The Japan Risk Nobody Is Pricing. The CBO’s August update just raised the debt-service…
The $78-Per-Share Spread Nobody Disclosed
The Adit Ventures case is a warning for pre-IPO funds promising access to SpaceX, Klarna, and the next blockbuster listing.