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,…
Month: August 2026
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.
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…
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.
The 34K Economy Nobody Priced In
July’s job loss is bad. The revision cascade that brought the 12-month average to 34,000 is the real alarm.
TTD’s Guide Is the Real Signal
August 7, 2026 TTD’s Guidance Shock and the Wealth Question When management points to demand but guides to contraction, execution…
SpaceX Went Exclusive With Nvidia. The Stock Fell Anyway.
A 92% revenue jump, a $15.8B AI capex quarter, and a Vera Rubin partnership that nobody else can match — so why is SPCX down after hours?
The AI Search Dividend Nobody Priced Into Shopify
AI traffic and orders tripled in Q2. The infrastructure underneath that number is what changes the long-term math.
Does the AI Rally Have Legs?
August 6, 2026 Does the AI Rally Have Legs? Four of five gauges say yes. One says be careful what…
APP Lost $40B in Value on a $16M Miss
The FCF drop is a tax timing story. The e-commerce ramp is the real verdict.