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 Xi Leverage | Nvidia Records | Microsoft Shifts

May 14, 2026

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5 min read

Xi Leverage | Nvidia Records | Microsoft Shifts

Trump arrived in Beijing with less leverage than 2017 as Nvidia hit $5.5 trillion and hyperscalers burned cash at dotcom-era rates.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Fed Walks Into Fire | Bond Volatility Returns | Anthropic Takes Lead

May 13, 2026

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5 min read

Fed Walks Into Fire | Bond Volatility Returns | Anthropic Takes Lead

Anthropic passed OpenAI in enterprise adoption for the first time while PPI hit 6 percent the morning before Warsh's first Fed meeting.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Huang Joins Summit | Copper Hits Record | Oil Deadline Near

May 13, 2026

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5 min read

Huang Joins Summit | Copper Hits Record | Oil Deadline Near

Semiconductor stocks suffered their worst drop in months while copper hit records and JPMorgan attached a deadline to oil market stress.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
UK Markets Shake | Altman Scrutiny | Plastic Costs Spread

May 12, 2026

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5 min read

UK Markets Shake | Altman Scrutiny | Plastic Costs Spread

Plastic prices quietly reached four-year highs while retail traders piled into AI chip bets and UK debt markets showed fresh stress.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Beijing Guest List Shifts | Oil Trade Turns | Microsoft Hits Target

May 12, 2026

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6 min read

Beijing Guest List Shifts | Oil Trade Turns | Microsoft Hits Target

Wall Street embraced the NACHO oil trade while Microsoft revealed the payoff behind early AI bets.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Private Credit Cracks | Enterprise AI Races | Cyber Threats | Oil Deficits Widen

May 11, 2026

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6 min read

Private Credit Cracks | Enterprise AI Races | Cyber Threats | Oil Deficits Widen

Monday brought deeper credit stress, rising oil shortages, and OpenAI's first major enterprise AI acquisition.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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