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Broadcom's $100B Debt | Warsh's Jackson Hole Test | JPMorgan's AI Layoffs

Aug 21, 2026

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6 min read

Broadcom's $100B Debt | Warsh's Jackson Hole Test | JPMorgan's AI Layoffs

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Buyback Reversed | Walmart Misses | Stripe's AI Routing Bet | Healthcare Costs High

Aug 20, 2026

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6 min read

Buyback Reversed | Walmart Misses | Stripe's AI Routing Bet | Healthcare Costs High

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Bessent Scrutinized | Chinese AI Dominates | Hudson River Record

Aug 20, 2026

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5 min read

Bessent Scrutinized | Chinese AI Dominates | Hudson River Record

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Bessent Buys Bonds | Marvell Beats Broadcom | Target vs Lowe's | Moderna Surges

Aug 19, 2026

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5 min read

Bessent Buys Bonds | Marvell Beats Broadcom | Target vs Lowe's | Moderna Surges

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Anthropic's $10B Credit Facility | Bond Rout | AI Convertibles | FOMC Minutes Today

Aug 19, 2026

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5 min read

Anthropic's $10B Credit Facility | Bond Rout | AI Convertibles | FOMC Minutes Today

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Home Depot Beats | 30-Year at 2007 High | Goldman Buys LCN | Etched at $21B

Aug 18, 2026

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5 min read

Home Depot Beats | 30-Year at 2007 High | Goldman Buys LCN | Etched at $21B

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.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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