Cisco Woke Up
May 13, 2026 Cisco Woke Up $2.1 billion in AI orders in one quarter. Record highs. Tonight’s results could change…
May 2026
This Pre-IPO Window Is Closing Tomorrow
May 13, 2026 This Pre-IPO Window Is Closing. Featured: The Fed Chair Vote Is Here. Don’t Look Away. Sponsored This Pre-IPO…
NVDA May 20: Good Enough Won’t Be Good Enough
May 12, 2026 NVDA May 20: Good Enough Won’t Be Good Enough The bar has moved. Here’s what it actually…
When Inflation Crashes the AI Party
May 12, 2026 When Inflation Crashes the AI Party The April CPI report just reminded chip investors that rates still…
When Inflation Crashes the AI Party
May 12, 2026 When Inflation Crashes the AI Party The April CPI report just reminded chip investors that rates still…
The Macro Ice Bucket: What a 3.8% CPI Print Actually Does to Chip Stocks
May 12, 2026 The Macro Ice Bucket: What a 3.8% CPI Print Actually Does to Chip Stocks Inflation just handed…
“The Final Phase of Elon’s Master Plan”?
May 12, 2026 “The Final Phase of Elon’s Master Plan”? Featured Read: Aurora Innovation: Driverless Trucks Are Hauling Real Freight Sponsored…
Innodata (INOD): The AI Data Play That’s Moving
May 11, 2026 Innodata (INOD): The AI Data Play That’s Moving A 92% single-day move. A 54% revenue beat. And…
’21 Banks’ Are Brokering SpaceX.
May 11, 2026 ’21 Banks’ Are Brokering SpaceX. FEATURED: The Stablecoin Trade Is Now Investable Sponsored Dear Reader, JPMorgan. Goldman. Morgan…
Oil Above $100, No Cuts in Sight, and a New Fed Chair
May 10, 2026 Oil Above $100, No Cuts in Sight, and a New Fed Chair Energy, inflation, and where money…