The Boring Companies Winning the AI Race
GEV, VRT, ETN, and DELL booked the numbers this earnings season. The market is still looking at the wrong layer.
TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.
The Harness War Starts Today
DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about benchmarks.
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.