Market Snapshot Several independent US oil producers are poised to sign crude production agreements with Venezuela’s state oil company, PDVSA,…
Month: August 2026
Warsh Says 2%. The 30-Year Says Prove It.
The Fed holds for a fifth straight meeting. The long end of the curve is running its own policy.
Rambus Just Got Cheaper. The Market Is Reading the Wrong Number.
A 20% post-earnings drop on record revenue is not a verdict on the business. It is a timing misread on…
OpenAI’s Costly Training Pause
August 19, 2026 The 20% Compute Tax Nobody Priced Into OpenAI A rogue agent, a paused frontier run, and a…
Nvidia Is No Longer Just a Chip Company
The $105B Ohio guarantee makes Nvidia landlord, banker, and arms dealer of AI.
The Fed Is Not the Bond Market’s Biggest Problem
TITLE: The Fed Is Not the Bond Market’s Biggest Problem SUBTITLE: A $29 trillion borrowing wall, a BOJ seen as…
Dead Airlines Are the New Training Sets
Google’s $10 million Spirit buy is a preview of how AI labs may feed themselves when clean data runs out.
Eaton Built a 307-Gigawatt Moat. ETN Still Discounts It
The Power Problem Nobody Solved Before Eaton Did Every chip needs power. Every rack of AI compute needs cooling. Every…
Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Markets don’t need a story about transformation. They need proof that the transformation math is working. Baidu delivered the former…
Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Markets don’t need a story about transformation. They need proof that the transformation math is working. Baidu delivered the former…