The Pentagon Blacklist and the Paradox of China AI Trade
The US Department of Defense recently restored several major Chinese technology firms to its …
Read ArticleCredo AI Networking Growth Tests Investor Patience
AI infrastructure is no longer only a chip story. Credo Technology Group, ticker CRDO, shows how the …
Read ArticleStrong Jobs Data Tests the S&P 500 Rally and Treasuries
The market had a simple problem on Friday: good economic news was bad for asset prices. A stronger …
Read ArticleAnthropic Beats OpenAI Valuation as Software Apocalypse Ends
Two things landed on the same day. Anthropic closed a funding round that values the Claude maker at …
Read ArticleDividend Risk Scores: How to Spot a Cut Before It Happens
A dividend is a promise the company can break any quarter, and many do. Investors who chase yield …
Read ArticleS&P 500 Concentration, Hyperscaler Cash, and Fed Chair Watch
US stock index futures pointed higher before the Tuesday open, which is the kind of quiet day index …
Read ArticleHormuz Deal Cuts Oil and Bunds While China Leads Physical AI
Two stories moved prices on Monday. A reported US and Iran deal to reopen the Strait of Hormuz …
Read ArticleAI capex, bank balance sheets, and the stablecoin shift in 2026
Spring 2026 has one thread running through banking, technology, and macro coverage. The thread is …
Read ArticleEquity Supply at $600B and Nvidia's AI Chip Dominance
Wall Street is sizing up two very different things this week. One is a fresh estimate of how much …
Read ArticleStellantis Leapmotor Plan and the Chips Versus Missiles Trade
Two stories crossed the wires on the same day and they describe the same world from opposite ends. …
Read ArticleNvidia Earnings, Quantum Funding, and Market Jitters
Nvidia met every expectation Wall Street set, and the stock barely moved. That tells you more about …
Read ArticleGilt Rally, JPMorgan PE Risk Transfer, and Nvidia's AI Capex
Friday gave markets three stories that fit together better than they look. UK gilts had their best …
Read ArticleWhy Commodity Price Fixing Never Works
No government on Earth has ever stood at a podium and said “we want to raise commodity prices …
Read ArticlePrices Are Signals, Not Just Numbers
Open Uber during a rainstorm and watch the surge multiplier climb. $12 becomes $38. Your first …
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