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Fed Is Arguing Publicly | Tesla Questioned | Inflation Persists

May 28, 2026

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5 min read

Fed Is Arguing Publicly | Tesla Questioned | Inflation Persists

PCE stayed hot, Dollar Tree surged on middle-income shoppers, and Tesla's robotaxi story took another direct hit from inside the company.

Dio Pouerie, +1

Meta's AI Bill Arrives | Snowflake Benefits | The Auto Market Shrinks

May 28, 2026

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5 min read

Meta's AI Bill Arrives | Snowflake Benefits | The Auto Market Shrinks

The AI split has become impossible to miss. Snowflake rallied on AI consumption growth while Zscaler collapsed as investors priced AI bypass risk directly into software.

Dio Pouerie, +1

Goldman Sees 8,000 | Ford's AI Energy Pivot | Robinhood AI Trading

May 27, 2026

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5 min read

Goldman Sees 8,000 | Ford's AI Energy Pivot | Robinhood AI Trading

Ford stock surged despite weak auto demand because Wall Street stopped valuing it like a car company and started valuing it like energy infrastructure.

Dio Pouerie, +1

Three Chip Giants Above $1T | Oil Markets Split | China Consumers Stall

May 27, 2026

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4 min read

Three Chip Giants Above $1T | Oil Markets Split | China Consumers Stall

WTI fell on deal optimism while Hormuz stayed mostly shut. SK Hynix joined Micron and Samsung above $1 trillion as Nvidia revealed a $150 billion annual Taiwan commitment.

Dio Pouerie, +1

Ferrari's First EV | Micron Sells Out | BP Spirals Again | Fed Steps Back

May 26, 2026

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6 min read

Ferrari's First EV | Micron Sells Out | BP Spirals Again | Fed Steps Back

Micron reached a trillion-dollar valuation on sold-out AI demand. SpaceX proved governments still lack alternatives. BP's board unraveled again while the Fed reduced scrutiny on banks.

Dio Pouerie, +1