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Jun 11, 2026
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5 min read
OpenAI may cut prices before its IPO. Google already did. The AI market is starting to compete on price, not just growth.
4 min read
Oracle crushed expectations and still fell. Tech entered correction territory. Europe raised rates. SpaceX now prices into a market asking harder questions.
Jun 10, 2026
Wednesday closes with SpaceX pricing, Anthropic margins defining the AI valuation ceiling, and oil markets masked by dark tanker flows that hide structural supply disruption.
SpaceX is oversubscribed, Google is cutting prices, and Super Micro is raising capital. Demand is booming. So are the costs.
Jun 9, 2026
The biggest AI infrastructure deal ever arrived one day before CPI. Oil dropped, China raised the stakes, and investors are still leaning heavily the same way.
Three AI giants are now officially chasing the same capital. OpenAI filed, SpaceX is pricing, and Anthropic is already ahead. The competition just moved from theory to reality.