The Hassabis shift and the Dean exit are symptoms. The chip allocation fight is the disease.
The Best Earnings Season Since 2008 Is Now the Problem
A record Q2 beat rate has raised the bar so high that even a strong H2 may disappoint.
Riot Platforms Just Became a Landlord
A $9.1 billion Anthropic lease and a 1 GW Corsicana LOI
OpenAI Just Flagged Its Own Model as a Weapon
Astra is the first OpenAI system flagged at Critical cyber risk. The cybersecurity market is already pricing in what comes…
COF’s AML Defense Just Changed the Legal Map
Capital One disclosed an AML review to justify closing Trump accounts. The options market has a harder question to answer…
The Government Just Bought Stakes in Chip Startups
Washington is taking minority stakes in seven chip deals. Intel explains the appeal and the risk.
Oil’s $100 Question Is Back on the Table
The options market is pricing Hormuz risk at crisis levels again. Here is what the volatility is actually telling you.
SHW Just Beat Q2. Housing Is Still Broken. That Is the Opportunity.
Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
LVMH Reports H1 2026 Today
Revenue up 6% and margins holding. The real question is what comes next.
RTX Has a $271B Backlog. Today Is When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.