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$500B Compute Deal | Cyber Stocks Hit Records | Anthropic IPO Prep

Aug 11, 2026

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6 min read

$500B Compute Deal | Cyber Stocks Hit Records | Anthropic IPO Prep

Nvidia organized $500B in AI compute financing with six Wall Street firms. Intel upsized its offering to $20B on $100B in demand. Cyber stocks hit records. Trump pivoted to economic pressure on Iran. Anthropic is meeting IPO investors.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Intel Raises $15B | Blackstone Buys MarineMax | Retail Ditches SpaceX

Aug 10, 2026

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5 min read

Intel Raises $15B | Blackstone Buys MarineMax | Retail Ditches SpaceX

Intel diluted shareholders to fund AI capex. Meta open-sourced its most powerful model and named China the reason. Boeing sold three units for an Archer stake. Blackstone paid a 49% premium for MarineMax. Retail sold SpaceX for the first time.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
China's $28T AI Bet | Abel Deploys $20B | Apple Tests CXMT

Aug 10, 2026

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6 min read

China's $28T AI Bet | Abel Deploys $20B | Apple Tests CXMT

Berkshire deployed cash for the first time in three years. Two hyperscalers drove 71% of S&P earnings growth. Private credit defaults hit five-year highs. Apple is testing Chinese memory chips. China opened $28 trillion to fund AI dominance.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial Market News | Sunday Outlook

Aug 9, 2026

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5 min read

Financial Market News | Sunday Outlook

The Week the Cracks Get Priced

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial Market News | Saturday Review

Aug 8, 2026

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7 min read

Financial Market News | Saturday Review

The Week the Plumbing Started Cracking

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Jobs Missed Big | AMD Buys Silicon | Honeywell Aerospace Crash | Solar Tariffs | Copper Squeeze

Aug 7, 2026

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4 min read

Jobs Missed Big | AMD Buys Silicon | Honeywell Aerospace Crash | Solar Tariffs | Copper Squeeze

The US shed 23,000 jobs. Rate hike odds fell. AMD bought into custom silicon. Honeywell Aerospace collapsed on its first standalone print. Copper is heading to $15,000.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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