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Micron Backs Anthropic | Oracle Cuts 21,000 | Earnings Test

Jun 23, 2026

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6 min read

Micron Backs Anthropic | Oracle Cuts 21,000 | Earnings Test

Everyone now sits on both sides of the trade. Micron funds Anthropic. Oracle funds AI through cuts. Caterpillar rides demand. Chips report next.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Alphabet Talent Loss Deepens | Chevron-Microsoft Go Off-Grid | SpaceX Raises $20B

Jun 22, 2026

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5 min read

Alphabet Talent Loss Deepens | Chevron-Microsoft Go Off-Grid | SpaceX Raises $20B

Monday shows systems moving in parallel rather than in reaction. China and the U.S. escalate in mirrored steps. Energy and compute leave the grid entirely through Chevron and Microsoft’s West Texas build.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Hormuz Traffic Surges | AI Distribution War Opens | Equity Supply Turns Positive

Jun 22, 2026

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4 min read

Hormuz Traffic Surges | AI Distribution War Opens | Equity Supply Turns Positive

The market is no longer reacting to single headlines. It is absorbing structural shifts in energy flow, AI distribution, and capital supply at the same time.

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

Jun 21, 2026

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5 min read

Financial Market News | Sunday Outlook

The Week That Tests Last Week's New Math

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

Jun 20, 2026

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6 min read

Financial Market News | Saturday Review

The Week the AI Race Stopped Being Theoretical Became the Week It Got Repriced

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
A Closed Friday, an Unusual Thursday, and a Quarterly Event Worth Knowing

Jun 19, 2026

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6 min read

A Closed Friday, an Unusual Thursday, and a Quarterly Event Worth Knowing

Markets are closed for Juneteenth. But Thursday brought one of the busiest trading days of the quarter. A calendar quirk made it happen a day early. Here is what triple witching is, why it moves stocks more than most investors realize, and what tends to follow.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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