A server CPU shortage, a Terafab tie-up with SpaceX and Tesla, and a stock still below its June peak make…
Inside the site of Elon’s next major breakthrough
September 8, 2026 Bonus Content: Google Paid $32B for a Data Pipeline. Broadcom Is Doing It With Silicon. A note…
Goldman’s 26% Asia Upside Call Is Korea and Taiwan
Before buying Asia ex-Japan on Goldman’s 1,120 target, see how much is Korea, Taiwan, and AI memory chips.
The Fed Hasn’t Hit 2%. The Cut Changes Less Than You Think.
September 8, 2026 The Fed Hasn’t Hit 2% A 25bp cut is the easy part. What traders price next is…
Iran Declares Gulf Exclusion Zone.
September 8, 2026 Iran Declares Gulf Exclusion Zone. Traders Watch Tanker Flows. Brent near $97, traffic at 10 ships/day, and…
The Real AI Money Is Not in the App
September 8, 2026 Bonus Content: Japan Just Burned $79.6bn Defending the Yen. A Hike Looms A note from our friends…
Geologists Spend Careers Looking For This
September 8, 2026 Bonus Content: Trump Threatens Bombardier US Ban. Gulfstream and Textron A note from our friends at i2i…
Tradeweb Processed $61 Trillion in August. Bond Chaos Is Its Business.
When yields swing and portfolios reposition, Tradeweb collects a fee on every trade, and August’s data shows how durable that…
Stop trading earnings like this
September 7, 2026 Bonus Content: Ottawa’s Tariff Escalation Is Live. Here Is Where Trade Stands. A note from our friends…
Our Top Stock for the U.S. Power Grid Crisis
September 7, 2026 Our Top Companu for the U.S. Power Grid Crisis Bonus Content: Brent at $97 and Diplomacy on…