WDAY Surged 21%. Now What?
August 14, 2026 Silver Lake Is Betting Software Went Too Cheap The reported pursuit of Workday is one firm’s answer…
Wages Are Losing. The CPI Says 3.4%.
The headline is cooling. The real-wage deficit is where the consumer trade lives.
SMCI Guided Up to $72B. The Cash Flow Hole Is Real.
A fiscal 2027 revenue target 37% above consensus is the headline. Negative $6.8B in operating cash flow is the question nobody is done asking.
TeraFab Wants 400 EUV Machines. ASML Ships 48.
August 13, 2026 TeraFab Wants 400 EUV Machines. ASML Ships 48. Sponsored First a note from The Oxford Club Dear…
The $100B Refund Most Investors Ignore
Washington is refunding more in tariffs than it collects. Gold is a quiet beneficiary.
Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough.
A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap underneath is the real story.
Nvidia Just Turned GPUs Into Collateral
A $500 billion financing consortium reframes AI compute as infrastructure debt. The real debate is whether chips can hold their value long enough to repay it.
The $78-Per-Share Markup Nobody Disclosed
August 12, 2026 The $78-Per-Share Markup Nobody Disclosed The Adit Ventures fraud exposes a structural problem that did not end…
Gulf Capital Is Going East. Two Deals Explain Why.
Ooredoo just committed $800M to Indonesia and Mubadala is weighing $6.3B in Japan. The Asia pivot is no longer a rumor.
Riot’s $9.8B Infrastructure Bet
August 11, 2026 Riot Platforms Just Became a Landlord A $9.1B Anthropic lease and a 1GW LOI signal a structural…