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August 2, 2026 What the GDP Selloff Gets Wrong Featured: What the GDP Selloff Gets Wrong Sponsored If you still haven’t…
2026
Do You Hold Any of These AI Companies?
August 2, 2026 Meta Is Down 30% From Its High. Microsoft Just Showed Why. Featured: Meta Is Down 30% From Its…
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 runs out on November 10. Each of these deserves a second look.
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.
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.
AbbVie Reports Q2 Today. The Post-Humira Story Is Winning.
Skyrizi and Rinvoq have already replaced Humira. The $10.9B Apogee deal adds the next chapter.
Write This Down: A.R.M.
July 31, 2026 Three Open Files the Market Closed Early Featured: Three Open Files the Market Closed Early Sponsored Below is…