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Aug 11, 2026
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6 min read
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.
Aug 10, 2026
5 min read
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.
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.
Aug 9, 2026
The Week the Cracks Get Priced
Aug 8, 2026
7 min read
The Week the Plumbing Started Cracking
Aug 7, 2026
4 min read
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.