When the Architect Wins in Space, Too
What Nvidia’s Starmind bet reveals about durable advantages and founders who compress time.
TCI Exclusives
Defined Levels for a Market Pulling Two Ways on Crude
Brent’s slide toward $88 and Trump’s hardline Iran turn set up two trades inside the same barrel.
Marvell’s $12.2B Google Bet Reports Tonight
A revenue-linked warrant deal disclosed Aug. 19 sets the stakes. Tonight’s earnings test the custom silicon thesis.
ALB Target Cut to $140: Watch These Battery Tickers
JPMorgan cut Albemarle’s December 2027 target Tuesday as lithium prices soften. SQM, PLL, and LAC moved with it.
Warsh Says 2%. The 30-Year Says Prove It.
The Fed holds for a fifth straight meeting. The long end of the curve is running its own policy.
Two Miners to Own. One to Avoid.
Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
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.
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.
$4 Gas in Mid-August. It Has Never Happened Before.
The refiner trade is the cheapest seat at the most expensive pump in recorded history.
The Harness War Starts Today
DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about benchmarks.