Nvidia says without this radical device AI can’t scale
August 19, 2026 The Pause Is Not the Deal Featured: The Pause Is Not the Deal Sponsored Hi, Take a look…
Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Q2 2026 shows AI infra surging, but ads keep shrinking.
The Hidden Deal Behind The Iran War
August 18, 2026 Two Miners to Own. One to Avoid. Featured: Two Miners to Own. One to Avoid. Sponsored Dear Reader,…
Two Miners to Own. One to Avoid.
Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
BIDU: What the Options Already Knew
August 18, 2026 BIDU: What the Options Already Knew Volatility was elevated well before Tuesday’s print. The signal was worth…
7 presidents. One date on the calendar.
August 18, 2026 HD Beat. The Real Money Is Still Frozen. Featured: HD Beat. The Real Money Is Still Frozen. Sponsored…
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
Brent jumped to about $90.9 on the Oman threat. The real question is what risk premium survives a deal, and what that means for refiners.
Bull market coming… or historic crash?
August 17, 2026 Nike Is Repeating Its Worst Mistake Featured: Nike Is Repeating Its Worst Mistake Sponsored Editor’s Note: What if…
The $9.8B Question Behind the WBD Arb
A March 2027 trial date, a $7 million daily clock, and a March 4 end date have turned this into a game of financial chicken, not an antitrust fight.
BABA at 17x Earnings: Cheap or Broken?
August 17, 2026 BABA at 17x Earnings: Cheap or Broken? The market prices Alibaba like a company in permanent decline….