Starlink Is Funding a Black Hole
SpaceX’s profitable segment posted $1.66B in operating income last quarter. AI infrastructure took $15.8B of capex. That math has a limit.
SpaceX Is Building a Wireless Carrier
August 5, 2026 SpaceX Is Building a Wireless Carrier Starlink has 12 million subscribers, $19.6 billion of spectrum, and a…
Your Book Is Inside
August 5, 2026 Burry Banked the Win. Now Ask What He Left on the Table. Featured: Burry Banked the Win. Now…
AMD Pops Before Q2 Earnings. The 14GW Deal Is on Trial.
The gigawatt commitments are signed. Tonight AMD must show the revenue is real.
SpaceX Went Exclusive with Nvidia.
August 4, 2026 SpaceX Went Exclusive with Nvidia. A 92% revenue jump, a $15.8B AI capex quarter, and a Vera…
Gold Is Caught Between Diplomacy and the Fed
Trump paused Iran strikes. Oil fell. September policy is still the risk.
Central Banks Are Quietly Walking Away From the Dollar
August 4, 2026 Apple Crossed $9B in India. That’s Not the Real Story. Featured: Apple Crossed $9B in India. That’s Not…
AMD Is Up 121% This Year. A Beat Tonight Won’t Be Enough.
August 4, 2026 AMD Is Up 121% This Year. A Beat Tonight Won’t Be Enough. The Q2 number is almost…
Big Oil Just Had Its Best Quarter Since 2022
Brent posted its biggest monthly gain since March. Exxon, Chevron, and Shell earned a combined $404 million in profit per day. The question now is whether the market is pricing peace correctly.
GM’s Hybrid Bet Is Hiding in a Corvette
The Grand Sport X is the only hybrid GM sells in the U.S. That says more about electrification credibility than a dozen press releases.