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.
Gold Is Caught Between Diplomacy and the Fed
Trump paused Iran strikes. Oil fell. September policy is still the risk.
ABTC Lost $57M in Q2. The BTC Count Went Up 14%.
The GAAP loss is real. So is the per-share Bitcoin math.
Two Headlines Just Flipped the Monday Open
Middle East diplomacy and $400B pharma talks are reshaping where money moves today.
The Market Has Closed Three Open Files. It Shouldn’t Have.
Hormuz is still burning, the Fed just produced its most fractured vote in a decade, and a rare earth clock…
ExxonMobil Just Posted $17B in Free Cash Flow
The market sold the headline miss. The portfolio story matters more.
Intel Beat Q2 by $1.7B. The Stock Fell Anyway.
The market sold the income statement and bought the fear. The real question is what the foundry transformation is worth.