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Chip Stocks Rally | OpenAI Subpoena | IPO Pipeline Builds | Yields Ease

Aug 25, 2026

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5 min read

Chip Stocks Rally | OpenAI Subpoena | IPO Pipeline Builds | Yields Ease

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Canada Auto Tariff | Buybacks Won't Work | Nvidia Groq Ships | Hormuz Data Gap

Aug 24, 2026

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5 min read

Canada Auto Tariff | Buybacks Won't Work | Nvidia Groq Ships | Hormuz Data Gap

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Canada Tariffs Live | Nvidia Price Hike | Bond Rout Continues | Moderna Math Check

Aug 24, 2026

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5 min read

Canada Tariffs Live | Nvidia Price Hike | Bond Rout Continues | Moderna Math Check

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial Market News | Sunday Outlook

Aug 23, 2026

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6 min read

Financial Market News | Sunday Outlook

The Week Nvidia and Warsh Answer the Same Question

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial Market News | Saturday Review

Aug 22, 2026

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7 min read

Financial Market News | Saturday Review

The Week the Bond Market Broke the Bessent Trade

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Hedge Fund Wipeout | Bitcoin Hard Money | SaaSpocalypse | Perp Futures Shake Exchanges

Aug 21, 2026

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5 min read

Hedge Fund Wipeout | Bitcoin Hard Money | SaaSpocalypse | Perp Futures Shake Exchanges

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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