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Aug 21, 2026
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6 min read
Anthropic is targeting a record-breaking IPO that could top SpaceX's. Broadcom is raising $100B for AI chip financing. Warsh faces a Fed independence test at Jackson Hole. SpaceX secured $8B in Golden Dome contracts. JPMorgan layoffs hit a decade high.
Aug 20, 2026
The 30-year yield reversed Bessent's buyback rally in 24 hours. Walmart fell nearly 10% on its weakest sales in six years. Stripe bought OpenRouter for $7 billion. Off-grid data centers are failing. Employer health costs will hit an 11.1% increase in 2027.
5 min read
Record bond ETF flows the day before Bessent's buyback raised questions. The US-Canada tariff framework cuts steel and auto tariffs. OpenAI's IPO was pushed to 2027. Chinese AI took 60% of global developer market share. Hudson River posted a record quarter.
Aug 19, 2026
Treasury doubled buybacks and yields dropped. Marvell won Google's chip contract from Broadcom. Moderna more than doubled on a cancer vaccine. Kalshi landed on Wall Street.
Anthropic's Q2 revenue overtook OpenAI's for the first time. Anthropic is building a $10B+ credit facility with supervoting founder structure. The bond rout is being called structural. Convertibles hit a Q2 record.
Aug 18, 2026
Home Depot beat while calling housing frozen. The 30-year hit its highest since 2007 with AI supply named as a driver. Goldman bought LCN. QTS priced a Microsoft data center bond at junk yields. Etched raised at $21 billion.