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Aug 25, 2026
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5 min read
Chip stocks are rallying ahead of Nvidia earnings. Yields fell. Iran sanctions held oil flat. Alabama subpoenaed OpenAI. The IPO pipeline behind Anthropic keeps growing.
Aug 24, 2026
Trump threatened 50% auto tariffs on Canada. Wall Street said Bessent's buybacks won't lower yields. Nvidia shipped Groq. Oil data gaps widened. Warsh heads to Jackson Hole.
Canada talks collapsed and 50% tariffs took effect. Nvidia hiked server prices and bought an AI model startup. The bond intervention unwound. Moderna's math doesn't add up.
Aug 23, 2026
6 min read
The Week Nvidia and Warsh Answer the Same Question
Aug 22, 2026
7 min read
The Week the Bond Market Broke the Bessent Trade
Aug 21, 2026
AI bond issuance hit $220B and tech now trades wider than investment grade. Hedge funds had their worst month in 20 years. Bitcoin neared $80K. Software is fighting for its life.