Nvidia Is Buying the Platform Where AI Models Live
The $13 billion Hugging Face deal reveals what Nvidia fears.
Here’s Why Trump Won’t End The Iran War
September 4, 2026 Bonus Content: Gold Is Back at $4,490. The Yields That Decide Next. A note from our friends…
MediaTek Is Now Key Inside Nvidia’s Empire
Nvidia’s $3.5B convertible-bond bet ties MediaTek to NVLink Fusion
Microsoft Put a Dollar Figure on Azure. Now the Cloud Race Looks Different.
At $29.4bn a quarter, Azure is bigger than many modeled, and still smaller than AWS. That gap is the new argument.
What If the Best Time to Look at Gold Is: RIGHT After It DROPS 11%?
September 2, 2026 Bonus Content: A 66% Chance of a Rate Hike Should Change What You Own A note from…
Gold Has Lost Its 2026 Gain. A September Rate Hike Is Why.
With hike odds near 70% and real yields rising, the levels that matter for GLD, GDX, and silver.
Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline to watch.
The billionaire Wall Street loves to hate
September 1, 2026 Bonus Content: JPMorgan Just Blinked. Goldman Is Holding the Other Side. A note from our friends at…
Dell’s $95 Billion AI Backlog Is Real. Margins Matter.
Record orders and a $25 billion guidance raise are only half the story. What those server sales earn will decide whether the stock deserves its valuation.
Chicago PMI Fell Off a Cliff. Today’s ISM Will Show If It Spread.
Chicago’s barometer fell 10.5 points to 47.1 as markets look for an ISM of 55.2, and the Fed decides rates in 15 days.