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Dimon Says No | Oracle Credit Risk | AI Policy Fight | Minerals EO | Canada Tariffs

Jul 21, 2026

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5 min read

Dimon Says No | Oracle Credit Risk | AI Policy Fight | Minerals EO | Canada Tariffs

Dimon won't buy stocks or bonds. Oracle's credit risk hit an 18-year high. Chinese AI is splitting the White House. Alphabet reports tomorrow into all of it.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Hedge Fund Exit | AMD vs Nvidia | Alphabet's Secret Chip | BlackRock's $12B | SpaceX's New Low

Jul 20, 2026

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5 min read

Hedge Fund Exit | AMD vs Nvidia | Alphabet's Secret Chip | BlackRock's $12B | SpaceX's New Low

Hedge funds dumped tech at record pace, AMD just challenged Nvidia with Microsoft on board, and the AI debt machine keeps running even as equity markets wobble.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
AI Capex Test | Oil Supply Risk | SpaceX Pressure | TSMC Defense | Private Credit

Jul 20, 2026

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6 min read

AI Capex Test | Oil Supply Risk | SpaceX Pressure | TSMC Defense | Private Credit

Alphabet, Tesla, and Intel now carry the AI trade. Oil risks remain elevated, SpaceX is sliding, and Wall Street's private credit machine is facing scrutiny.

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

Jul 19, 2026

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6 min read

Financial Market News | Sunday Outlook

The Week the Price Gets Tested

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

Jul 18, 2026

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5 min read

Financial Market News | Saturday Review

The Week the AI Trade Got a Price Tag

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Apple Tops NVDA | Fed Split | Imports Jump | Fuel Stays High

Jul 17, 2026

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5 min read

Apple Tops NVDA | Fed Split | Imports Jump | Fuel Stays High

AI's biggest rally met its first real reset as semiconductors entered a bear market and investors questioned what comes next for the buildout.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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