Nvidia Is No Longer Just a Chip Company
The $105B Ohio guarantee makes Nvidia landlord, banker, and arms dealer of AI.
Business
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
DayOne Files for $5B IPO. Now What?
A confidential SEC filing targets next quarter. The company was engineered specifically for this moment, and the market just told it how hard that pitch is.
The Best Earnings Season Since 2008 Is Now the Problem
A record Q2 beat rate has raised the bar so high that even a strong H2 may disappoint.
TEAM’s 13% Guide Is a Head Fake
Atlassian’s FY27 revenue deceleration is a Data Center timing artifact. The cloud engine and Rovo adoption curve tell a different story.
Riot Platforms Just Became a Landlord
A $9.1 billion Anthropic lease and a 1 GW Corsicana LOI
SPCX Had Its Best Day Ever. Bears Paid For It.
A 15.8% surge Friday turned SpaceX’s feared week into a short-seller rout. The real question is what comes next.
Gold Is Down 24% From Its High. The $5,000 Path Runs Through 2027.
Wheaton just posted record Q2 results. The structural case for gold’s next leg is stronger than the price suggests.
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.
AMD Is Up 121% This Year. A Beat Tonight Won’t Be Enough.
The Q2 number is almost beside the point. The H2 ramp is what decides everything.