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The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
An AI rack now eats as much power as a small factory, and the copper needed to feed it would fill the cabinet before a single GPU goes in. NVIDIA's answer is 800V direct current, and it could redesign and reprice every component from the transformer to the inductor.
The September FOMC is done. The Fed hiked. Markets still didn’t get what they wanted.At 2 a.m. SGT Sept. 17, the Fed raised the federal funds target range by 25 bps to 3.75%–4.00% in a 12-0 vote. Firs...
At 2:00am SGT tonight, the US Federal Reserve is expected to raise interest rates for the first time in three years by 25 bp, to the 3.75%–4.00% range.For the past two years, the question was “when do...
What happenedOn 12 September, Anthropic CEO Dario Amodei published an essay asking the AI industry to slow down how fast models get more powerful.His main proposal is to let independent evaluators wor...
Oil Says Hike. Core Says Wait.Last month we talked about the jobs market collapsed, the September hike killed. Guess what — the collapse never happened. July's -23,000 payrolls has since been revised ...
The same GPT-6 scored 99.9%, 62.7% and 41.4% on three different tests. So has AGI arrived? A walk from a 1955 proposal to today, untangling AI, AIGC, AGI and ASI once and for all.
Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...
The Fed's September 15–16 decision is, right now, a coin flip: the market puts the odds of another hike at roughly 50/50. On Friday, September 4, one number gets to nudge that coin — the August non-fa...
$Tesla(TSLA.US) The Cybercab was unveiled in Austin last night. Morgan Stanley didn't talk much about the car itself, but focused on one key metric: how many unsupervised vehicles are actually generat...
Dell, Broadcom, SnowflakeAll three earnings reports beat expectations. Revenue, profit, and guidance all exceeded forecasts—none lagged.However, the stock market's reaction post-earnings varied signif...
Eight CEOs, nearly fifty years, one unanswered question: after Jobs, how does Apple decide what to bet on next?
mRNA is a printing press: COVID was one page printed hundreds of millions of times; a cancer vaccine is one book, printed once. Why Phase III mattered — and why a press still isn't a money printer.
A 13F is a photo taken 45 days ago, half cropped out, with makeup on. The information dividend lasts about two days — and it's long gone.
Jobs Say Cut. Inflation Says Don't.Two weeks ago, the market was betting the Fed would hike in September. Then Friday's jobs report landed: payrolls fell 23,000 against expected, with another 103,000 ...
Wall Street now lends against GPUs like they're houses. But houses don't lose half their value when the next model ships — here's the $500 billion machine, and its crack.
When a stock falls, it's either the company getting worse or just more people able to sell. SpaceX's August 6 lockup expiry is a textbook case of the second — here's how to tell the two apart.
A $45B AI hedge fund got margin-called down to $10B in weeks. What killed Leopold wasn't the AI thesis. It was the same "leverage + concentration + homogeneity" trap that took down Bill Hwang's Archegos five years ago.
Same company, two tickers: what the $SK Hynix(SKHY.US) you buy on Nasdaq really is — and why it isn't quite the Hynix trading in Seoul.
On June 22, 2026, former Federal Reserve Chairman Alan Greenspan passed away at the age of 100.He served as Fed Chairman for 19 years — from 1987 to 2006, across five terms and four presidents. It sta...
Three AI giants, $4.5 trillion, one month — and OpenAI's "secret filing" leaves itself a quiet exit. Why?
Everyone's selling "AI PCs" — but only 4 chip families actually clear the bar. Here's how to tell a real one from a marketing label.
On June 12, SpaceX's IPO pulls $75 billion out of the market. Here's why everyone holding US stocks feels it.
Token prices crashed 97%. AI bills tripled. Here's why the value isn't going to OpenAI or Anthropic — and which players are quietly capturing the surplus.
