SoftBank’s Retail Bond: Who’s Really at Risk?
Japanese households are being asked to fund OpenAI at 4.3% to 4.9% on paper rated BB+ by S&P. The committee thinks the payoff asymmetry runs in the wrong direction.
August 24, 2026
Bryan Bottarelli’s analysis on “The Presidio Initiative”
August 24, 2026 Nvidia Is the Week’s Hinge Featured: Nvidia Is the Week’s Hinge Sponsored Dear Reader, Market cycles are often…
MRVL Reports Thursday. The Google Deal Is the Sideshow.
August 24, 2026 MRVL Reports Thursday. The Google Deal Is the Sideshow. Optical interconnect is growing faster than custom silicon….
CRM Reports in Four Days. The Only Number That Matters.
Agentforce ARR grew 205% last quarter. August 26 reveals whether that was a peak or a floor.