A $10B margin loan on private OpenAI shares, $40B of OpenAI bridge debt due March 2027, and...
The options market is flashing a signal it almost never sends. Here is what it means for...
The real question isn’t whether Berkshire’s new CEO is deploying capital. It’s whether he’s deploying it well...
The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has...
SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high....
Washington’s critical minerals push is real. The processing gap it ignores is the investment question institutions are...
Q2 revenue beat by $130M. The AI traffic data is real. But the infrastructure play underneath it...
AI bond supply is testing demand. Early September is the real stress point.
He entered MSFT at $415, exited near $490. He closed an Oracle short that paid roughly 51%...
A $3.5 trillion Nasdaq 100 rebound in four days needed proof. Palantir’s Q2 results helped make the...