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…
The Margin Story Is No Longer Theoretical
AI agents are delivering bottom-line gains across the S&P 500. The broadening is just beginning.
Cook Is Under Fire From Two Directions
A White House removal letter and a hawkish rate warning landed the same week. The market shrugged. It probably shouldn’t.
META’s Free AI Just Got Dangerous
August 10, 2026 Meta’s Muse Glimmer: Edge AI Meets Geopolitics A 30B open-weight model drops alongside a formal policy argument.…