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Best Quarter Since 2020 | JPM's $10B AI Fund | Media Shake-Up | Defense Splits

Jun 30, 2026

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5 min read

Best Quarter Since 2020 | JPM's $10B AI Fund | Media Shake-Up | Defense Splits

Tuesday's theme: markets wrap up their strongest quarter since 2020 as JPMorgan launches a $10B AI fund, Comcast's spinoff reshapes media, defense capacity expands, pharma manufacturing speeds up, and the chip rally drifts further from Big Tech.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Fed Protected | Rocket Lab Buys Iridium | AI Needs Concrete

Jun 29, 2026

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5 min read

Fed Protected | Rocket Lab Buys Iridium | AI Needs Concrete

AI infrastructure just added another cost: climate. Meanwhile the Fed won a landmark legal victory and Rocket Lab went shopping.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Doha Talks | China AI Leap | Korea's $1.3T Bet | BIS Warns

Jun 29, 2026

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5 min read

Doha Talks | China AI Leap | Korea's $1.3T Bet | BIS Warns

Tech futures bounced, Doha talks begin Tuesday, South Korea unveiled a $1.3 trillion chip plan, and the BIS warned AI debt is becoming systemic.

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

Jun 28, 2026

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6 min read

Financial Market News | Sunday Outlook

Last Week's New Math Meets a Short Week and a Big Jobs Print

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

Jun 27, 2026

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6 min read

Financial Market News | Saturday Review

The Week the AI Buildout Started Charging Everyone for It

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Warsh Gets Cover | Microsoft Crashes | Saudi Oil Returns | Hormuz Fees

Jun 26, 2026

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5 min read

Warsh Gets Cover | Microsoft Crashes | Saudi Oil Returns | Hormuz Fees

Warsh gained political backing, Microsoft suffered its worst month since 2000, Saudi exports recovered, and Hormuz tolls moved closer.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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