AWS Just Grew 37%. The Real Signal Is the Margin.
Amazon raised capex to $220 billion and free cash flow turned negative. The 39% AWS operating margin is why none of that matters the way bears think it does.
August 2026
Circle Aug. 6 on Your Calendar
August 1, 2026 The Government Just Bought Stakes in Chip Startups Featured: The Government Just Bought Stakes in Chip Startups Sponsored…
Do Not Buy SpaceX Until You See This First
August 1, 2026 The AI Spending Wave Is Splitting in Two Featured: The AI Spending Wave Is Splitting in Two Sponsored…
Oracle Is Down 67%. The $638B Backlog Is Real.
August 1, 2026 Oracle Is Down 67%. The $638B Backlog Is Real. What is the market actually afraid of? Sponsored…
The Bond Market Just Voted No Confidence
Words without action pushed the 30-year to a 2007-era high. September is the real test.