Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Q2 2026 shows AI infra surging, but ads keep shrinking.
The SEC’s Crypto Proposal Just Dropped. Sept. 15 Is Next.
The agency’s Regulation Crypto Assets framework is now in motion. The real calendar is the 60-day comment window and the Senate’s Sept. 15 cloture vote on the CLARITY Act.
Nvidia Is No Longer Just a Chip Company
The $105B Ohio guarantee makes Nvidia landlord, banker, and arms dealer of AI.
PATH Is Up From Its Lows. September 3 Is the Only Number Left.
UiPath’s agentic pivot is moving from pilot to production. The Q2 report will say whether the market is ahead of the fundamentals or behind them.
Nike Is Repeating Its Worst Mistake
The China distribution reset mirrors the DTC pivot that hurt Nike in North America.
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
Chips Can’t Be Made Without Tungsten. China Just Proved It.
APT prices have surged since early 2026. Almonty is ramping Sangdong and just expanded a 21-year offtake tied to current APT pricing.
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.
DIS Is Down 41% in Five Years. Accumulation May Be Starting.
A new CEO, a $9 billion buyback, and a P/E far below its own history. The market is still pricing Disney like a media company in decline.
The Harness War Starts Today
DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about benchmarks.