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Day: August 8, 2026

Anthropic Wants Its Own Silicon
Newsletters

Anthropic Wants Its Own Silicon

August 8, 2026 The Chip Anthropic Doesn’t Have Yet Samsung 2nm talks, a $10B Broadcom order already on the books,…

August 8, 2026
SPCX Lost Half Its Value. Retail Just Bought More.
Economy

SPCX Lost Half Its Value. Retail Just Bought More.

Institutions and retail saw the same SpaceX earnings, and reached opposite conclusions. The lockup calendar will test who is wrong.

August 8, 2026
Uber 4x’d AI use and cut costs
Newsletters

Uber 4x’d AI use and cut costs

August 8, 2026 Uber Cracked the AI Cost Problem. Now Comes the Hard Part. It burned its entire 2026 AI…

August 8, 2026
SanDisk Beat Q4. The $93.9B Floor Is the Real Test.
Top News

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 figure.

August 8, 2026

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Recent Posts

  • Anthropic Wants Its Own Silicon
  • SPCX Lost Half Its Value. Retail Just Bought More.
  • Uber 4x’d AI use and cut costs
  • SanDisk Beat Q4. The $93.9B Floor Is the Real Test.
  • The 34K Economy Nobody Priced In
  • TTD’s Guide Is the Real Signal
  • SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway.

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