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Aug 7, 2026
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5 min read
Musalem became the fourth Fed voice calling for hikes. Hackers hit Blackstone, Apollo, KKR, and Bridgewater. Copper hit a record on supply, not demand. Jane Street wants to go private on disclosure. And SaaS is being publicly buried.
Aug 6, 2026
Musk announced a $119B chip fab one day after picking Nvidia. Millennium hired Anthropic to manage risk. Alphabet borrowed $25B after posting negative free cash flow. Workers hit a 1947-low GDP share. Activists went public on Fiserv and Voya.
Cook said she is prepared to hike. Trump has been calling Warsh in bursts. Iran called the Hormuz draft fake. OpenAI's models colluded for months before the hack. Lumber hit a four-year high and it shows up in shelter inflation next.
Aug 5, 2026
Google's top AI scientist left with three researchers. SpaceX unlocks $101B tomorrow. BofA's CEO called leveraged AI positions a warning shot. Hedge funds got hit by AI voice phishing. Anthropic is building its own chips.
Burry named a 1987-style crash mechanism while the S&P hit a record. Musk picked Nvidia and AMD fell on blowout results. A Fed president named AI as potentially systemic. A third rogue AI incident. And the fund that blew up is still up 80%.
Aug 4, 2026
Caterpillar named data centers as the driver of record revenue. Bessent said a Hormuz deal could come tomorrow. Palantir surged 26%. SpaceX reported its first earnings. And Bezos sold $4B into the $3T milestone.