September 4, 2026 Buying Hugging Face gives Nvidia a grip on the layer where 18 million developers live. When Jensen…
Dell Raised Full-Year Revenue Guide by $25B. Stock Up 300%.
A $95B AI backlog and a 43% EPS beat test what is in the price.
Are you running this before every trade?
September 3, 2026 Bonus Content: SB Energy’s $439 Billion Backlog Is Tied to Its Backers A note from our friends…
Palantir Fell 7% on Google’s Move, Then Bounced Back
Two days of violent swings in PLTR test one question: does Google’s defense-only cyber AI shrink Palantir’s moat, or barely…
Waymo Now Runs 500,000 Rides a Week. A $48 Billion Industry Is Taking Shape.
September 3, 2026 Alphabet’s robotaxi arm is scaling fast. Goldman’s forecast is starting to look like a timetable. The week…
Bitcoin Ran 25% in August on ETF Money. September Pushes Back.
Prediction markets put an ~80% chance on BTC dipping below $75,000 in September. Here is what that level means for…
The AI Project Sam Altman Is Building After ChatGPT
September 2, 2026 Bonus Content: The Banks Are Back. 21 Firms Just Agreed to Issue a Dollar Stablecoin. A note…
Goldman, Citi and BofA Want to Issue a Dollar Stablecoin. Their Own Fees Are at Risk.
The real question facing the 21-bank consortium is whether it cannibalizes the correspondent-banking revenue its members depend on far more…
19 G20 Members Agreed China’s Export Model Is Broken
September 2, 2026 Asheville’s G20 split signals a turning point for supply chains The moment arrived quietly in Asheville, North…
The Fed’s Beige Book Drops at 2pm ET Today
With crude back above $90 and core PCE still running at 3.3%, the Beige Book is the last qualitative test…