August 30, 2026 Nvidia’s margin is being squeezed by its own suppliers. Those suppliers are worth understanding. Nvidia’s Wednesday-night earnings…
The Grid Can’t Keep Up With AI
PJM’s third straight auction at the price cap is locking in a decade-long tailwind for owners of dispatchable power.
MCK Already Compounds. This Deal Speeds It Up.
McKesson's $2.25bn Precision deal adds clinical research heft to its fast-growing oncology segment.
Micron’s Pricing Power Has a $30 Witness
Amazon's Echo Dot hike backs what Micron has shown all year: a DRAM shortage that is lifting memory profits, with…
When the Architect Wins in Space, Too
August 29, 2026 What Nvidia’s Starmind bet reveals about durable advantages and founders who compress time. Three months after SpaceX…
Five Prints in Six Days: How to Trade the Data Gauntlet Into the September FOMC
The benchmark revision resets every assumption entering the most consequential data week of the year.
Nvidia Is Buying the Front Door to Open-Source AI
August 28, 2026 At 86 times revenue, the Hugging Face deal is not a financial transaction. Start with the price…
Strip Out the Investment Gain. Does Claudeforce Still Hold?
Salesforce's 23% surge deserves scrutiny on cRPO and Agentforce ARR, not the $5.90 EPS that investment gains inflated.
2:59 PM Friday. Make This Trade.
August 27, 2026 Bonus Content: Which Multinationals Actually Earn China Sponsored Everybody wants to know. How does Tim Sykes profit…
CRM’s 23% Jump Hides a Harder Question
cRPO acceleration is real, but the market is pricing Claudeforce as if the value-capture question is settled.