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Asia Sells Off | OpenAI Slows | Hormuz Hit | OPEC Cracks

Jun 26, 2026

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5 min read

Asia Sells Off | OpenAI Slows | Hormuz Hit | OPEC Cracks

Friday's theme: slower AI launches, delayed IPOs, weaker tech stocks, renewed Hormuz risks, and growing cracks inside OPEC.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
PCE Holds | Apple Hikes Prices | JPM Succession | AI Safety Bill

Jun 25, 2026

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5 min read

PCE Holds | Apple Hikes Prices | JPM Succession | AI Safety Bill

Thursday connected the whole chain: AI demand, inflation, consumer pricing, bank leadership, workforce disruption, and regulation.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Micron Surges Higher | AI Inflation Grows | Qualcomm Expands | SEC Probes

Jun 25, 2026

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5 min read

Micron Surges Higher | AI Inflation Grows | Qualcomm Expands | SEC Probes

Micron's results reset the hardware debate overnight. Now attention shifts to inflation, rates, and how much AI spending keeps growing.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
OpenAI Builds Chips | Oil Breaks $70 | Grid Strains | Gold Falls

Jun 24, 2026

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6 min read

OpenAI Builds Chips | Oil Breaks $70 | Grid Strains | Gold Falls

OpenAI designed a custom chip in nine months. Oil fell below $70. The grid added new AI warnings. Gold weakened. Robots filed to go public.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
AI Faces Washington | Chips Sell Off | Micron Reports

Jun 24, 2026

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5 min read

AI Faces Washington | Chips Sell Off | Micron Reports

The AI buildout hit resistance from every direction. Security concerns, legal challenges, local politics, and market repricing arrived together.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Cerebras Reports | Nuclear Loans Land | Gold Reprices

Jun 23, 2026

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5 min read

Cerebras Reports | Nuclear Loans Land | Gold Reprices

Tuesday wasn't about one sector. It was about repricing. Hardware, power, commodities, venture funding, and housing all adjusted together.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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