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OPEC Pushes Back | OpenAI Changes Rules | Credit Shrinks

Jun 18, 2026

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5 min read

OPEC Pushes Back | OpenAI Changes Rules | Credit Shrinks

Hormuz traffic remains frozen. AI subscriptions are becoming utility bills. Private credit withdrawals accelerated again.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Apple Prices Rise | AI Gets Political | Fed Officials Want Hikes

Jun 18, 2026

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5 min read

Apple Prices Rise | AI Gets Political | Fed Officials Want Hikes

Nine Fed officials now expect hikes. Apple says AI-driven memory shortages are forcing price increases. G7 leaders push back against America's ability to shut off frontier AI access overnight.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Warsh Said Less | The Dot Plot Lost a Dot | SpaceX Fell

Jun 17, 2026

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6 min read

Warsh Said Less | The Dot Plot Lost a Dot | SpaceX Fell

Warsh delivered his first Fed meeting with a statement two-thirds shorter than April's. SpaceX pulled back, software credit froze, and AI was credited with helping offset the entire Hormuz shock.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Warsh Speaks Today | OpenAI Burns Billions | SpaceX Gets a New Target

Jun 17, 2026

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5 min read

Warsh Speaks Today | OpenAI Burns Billions | SpaceX Gets a New Target

The Fed's new chairman delivers his first statement this afternoon. OpenAI's burn rate leaked, Goldman and Morgan Stanley projected massive SpaceX growth, and Anthropic's shutdown is pushing enterprises toward alternatives.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
SpaceX Pushes Vertical | Fed Survey Flips Consensus | Compute Becomes Commodity

Jun 16, 2026

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6 min read

SpaceX Pushes Vertical | Fed Survey Flips Consensus | Compute Becomes Commodity

Markets are holding multiple contradictions at once. SpaceX keeps extending its lead, Japan tightens without currency response, and Europe warns about delayed energy relief. Tomorrow’s Fed tone is the next major reset point.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
SpaceX Defies Critics | AI Faces a Cost Crunch | Fed Next

Jun 16, 2026

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5 min read

SpaceX Defies Critics | AI Faces a Cost Crunch | Fed Next

Retail traders got options. Anthropic got another day of negotiations. Oil reserves hit four-decade lows. Wednesday arrives with plenty left unanswered.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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