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Fed Task Force | SK Hynix Lists | Energy M&A Surges | China's Memory IPO

Jul 10, 2026

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5 min read

Fed Task Force | SK Hynix Lists | Energy M&A Surges | China's Memory IPO

SK Hynix hits Nasdaq, OpenAI launches ChatGPT Work amid leadership changes, Warsh unveils his Fed team, energy M&A surges, and CXMT files to go public.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Chips Rally | SK Hynix Prices Big | Great Rotation Confirmed

Jul 9, 2026

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5 min read

Chips Rally | SK Hynix Prices Big | Great Rotation Confirmed

SK Hynix drew $350 billion in demand, software cracked on the Salesforce downgrade, and Qatar paused its LNG ramp-up after the tanker attack.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
AI Correction Deepens |SpaceX Bonds Slide | IMF Caught Wrong-Footed

Jul 9, 2026

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5 min read

AI Correction Deepens |SpaceX Bonds Slide | IMF Caught Wrong-Footed

Two-thirds of tech is now in correction territory, oil surged as Hormuz returned to conflict, SpaceX debt is already under pressure, and the IMF's optimism lasted only a few hours.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Fed Splits on Rates | Korea Bear Market | Apple's $30B Chip Deal | Bezos Stops Self-Funding

Jul 8, 2026

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6 min read

Fed Splits on Rates | Korea Bear Market | Apple's $30B Chip Deal | Bezos Stops Self-Funding

Oil surged as the ceasefire unraveled, the Fed revealed a divided committee, SK Hynix lists into a Korean bear market, Apple doubled down on U.S. chips, and Blue Origin raised outside capital for the first time.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Ceasefire Ends | Oil Surges | Chips Crack

Jul 8, 2026

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5 min read

Ceasefire Ends | Oil Surges | Chips Crack

Trump said the ceasefire with Iran is done, oil jumped over 5 percent, and markets are bracing for hawkish Fed minutes this afternoon.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Big Tech Test | Micron's Long-Term Bet | Amazon Raises $25B

Jul 7, 2026

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5 min read

The Big Tech Test | Micron's Long-Term Bet | Amazon Raises $25B

Amazon keeps borrowing for AI, memory stocks keep falling, and the biggest question now is whether the spending delivers real returns.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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