The Governor Just Made This Deal Harder
Virginia's SCC clock is running. A first-ever gubernatorial intervention landed this week. The arb math just got more complicated.
Anthropic’s Chip Team Is the Signal, Not the Product
August 8, 2026 Anthropic’s Chip Team Is the Signal, Not the Product A $30B revenue...
GS Has Doubled Since April 2025. Now What?
Record equities revenue, a $4T wealth franchise, and a 107% run in 16 months. The debate has shifted from whether…
Gold Is Down 24% From Its High. The $5,000 Path Runs Through 2027.
Wheaton just posted record Q2 results. The structural case for gold's next leg is stronger than the price suggests.
Circle’s CEO Says Billions of Agents Are Coming. The Stock Has a Different Problem.
Q2 earnings landed this morning with an EPS beat and a revenue miss. The bigger question is whether USDC can…
AI Is Frying Its Own Backup Systems
Volatile load swings are wearing out batteries, generators, and cooling systems that keep data centers alive. The fix is a…
Google’s Brain Drain Is the Real Problem
A $195B to $205B capex plan and 82% Cloud growth couldn’t stop the selloff. The exits of the engineers who…
IonQ Just Became a Foundry. The RPO Is the Real Number.
August 5, 2026 IonQ Just Became a Foundry. The RPO Is the Real Number. The...
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…
The 1930 Law Trump Just Revived for Canada Tariffs
Section 338 hits Canada on August 19. USMCA will not shield covered goods.