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Nvidia Gives Up China | SpaceX Files S-1 | AI IPO Race

May 21, 2026

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6 min read

Nvidia Gives Up China | SpaceX Files S-1 | AI IPO Race

Anthropic's projected profitability changed the AI race immediately as OpenAI prepares to file its IPO paperwork within days.

Dio Pouerie, +1

Target Beat | Trading Probe Deepens | Fed Shifts

May 20, 2026

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5 min read

Target Beat | Trading Probe Deepens | Fed Shifts

The CFTC opened its largest-ever oil trading investigation while AI investment pushed the very interest rates Warsh argued would fall.

Dio Pouerie, +1

SpaceX Files S-1 | Warsh Gets Cover | Google Ends Links

May 20, 2026

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4 min read

SpaceX Files S-1 | Warsh Gets Cover | Google Ends Links

Google ended the ten blue links era as Nvidia earnings, rising yields, and SpaceX's S-1 reshaped markets simultaneously.

Dio Pouerie, +1

Consumer Pulls Back | Anthropic Pentagon Clash | NATO Escort Planning

May 19, 2026

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5 min read

Consumer Pulls Back | Anthropic Pentagon Clash | NATO Escort Planning

Home Depot's shoppers are deferring big projects. NATO is planning for the deal that does not arrive in time. A bank CEO said replacing people with AI is not restructuring, it is replacing lower-value human capital.

Dio Pouerie, +1

Trump Stands Down | Musk Loses | Google Challenges Nvidia

May 19, 2026

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5 min read

Trump Stands Down | Musk Loses | Google Challenges Nvidia

Trump called off the Iran strike Monday night. A jury cleared OpenAI's IPO path in under two hours. And Google launched a $5 billion AI cloud that does not use a single Nvidia chip.

Dio Pouerie, +1