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Fed Under Fire | Pirro Subpoenas | Rare Earth Friction

Feb 27, 2026

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13 min read

Fed Under Fire | Pirro Subpoenas | Rare Earth Friction

One legal clash, one AI contract standoff, one server surge. The surface looks orderly. Underneath, control over data, dollars, and delivery timelines is quietly shifting.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
$1.6T Gone | Adobe Slumps | Senate Stalls | Containers Cheaper

Feb 26, 2026

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12 min read

$1.6T Gone | Adobe Slumps | Senate Stalls | Containers Cheaper

Proof of demand is in. Now the focus shifts to who absorbs the cost and how long that balance can hold.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
$130B in Court | Inference Turns to Cash | Credit Lags the Shift

Feb 26, 2026

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11 min read

$130B in Court | Inference Turns to Cash | Credit Lags the Shift

The chips posted the numbers. Washington added a condition. Meanwhile, billions sit in court and credit barely reacts. The numbers are strong. The reactions are selective. The timeline is the real variable.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Nvidia Earnings | Oracle Shorts | Anthropic Deadline | Blue Owl Optics

Feb 25, 2026

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11 min read

Nvidia Earnings | Oracle Shorts | Anthropic Deadline | Blue Owl Optics

The mood isn’t fear. It’s scrutiny. Nvidia sets the tone, Oracle’s balance sheet draws attention, and Washington steps into the power equation.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Google Scores | Pentagon Warns | IPO Stalls | $4.9T Deals

Feb 25, 2026

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13 min read

Google Scores | Pentagon Warns | IPO Stalls | $4.9T Deals

AI is no longer a side project inside tech or banks. It now shapes hiring, promotions, cost structures, deal math, and even defense leverage, and that shift is already showing up in capital allocation.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Meta–AMD Pact | Claude Inside Gmail | Texas Power Rush

Feb 24, 2026

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13 min read

Meta–AMD Pact | Claude Inside Gmail | Texas Power Rush

Big checks are being written, but the real shift isn’t in earnings. It’s in who controls chips, power, and pricing. Today’s moves hint at where leverage is quietly settling.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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