The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has no public address.
FIGS Surged 27% in One Week. Now the Math Starts.
A one-time $20.5M tariff refund and a Jordan WRO complicate margins.
Anthropic’s Chip Team Is the Signal, Not the Product
A $30B revenue run-rate, Samsung 2nm talks, and a job listing up to $485K just redrew the custom silicon map.
GS Has Doubled Since April 2025. Now What?
Record equities revenue, a $4T wealth franchise, and a 107% run in 16 months. The debate has shifted from whether…
Rivian’s R2 Is in Driveways. Q4 Is Where the Math Gets Real.
A 45% bill-of-materials cut, record demo drives, and a second production shift arriving this October are converging on the most…
The $570B Wall Street Can’t Absorb
AI bond supply is testing demand. Early September is the real stress point.
Five Gauges That Tell You If the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch.
Meta Has a Coding Agent. The Price Is the Weapon.
Muse Code launched today. The benchmark talk matters less than pricing.
SanDisk Beat Q4. The $93.9B Floor Is the Real Test.
Record margins and a new $14B buyback, but guidance fell short of consensus and investors are fixating on one contract…
Palantir Just Made the Melt-Up Feel Real
A $3.5 trillion Nasdaq 100 rebound in four days needed proof. Palantir’s Q2 results helped make the case.