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Jun 30, 2026
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5 min read
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.
Jun 29, 2026
AI infrastructure just added another cost: climate. Meanwhile the Fed won a landmark legal victory and Rocket Lab went shopping.
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.
Jun 28, 2026
6 min read
Last Week's New Math Meets a Short Week and a Big Jobs Print
Jun 27, 2026
The Week the AI Buildout Started Charging Everyone for It
Jun 26, 2026
Warsh gained political backing, Microsoft suffered its worst month since 2000, Saudi exports recovered, and Hormuz tolls moved closer.