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Category: Politics

Bloom Energy, Illumina and Everpure Join the S&P 500
Politics

Bloom Energy, Illumina and Everpure Join the S&P 500

Three stocks in, three stocks out on Sept. 21. The after-hours moves are already done, but index funds still have two weeks to buy.

September 5, 2026
When Your Supplier Is Also Your Enemy
Politics

When Your Supplier Is Also Your Enemy

The Cursor cutoff reveals a first principle every long-term investor must stress-test: you do not own a franchise if a rival controls its core input.

August 30, 2026
The Attention Economy Gets a New Rulebook
Politics

The Attention Economy Gets a New Rulebook

Meta’s settlement mandates teen time limits. The real question is whether that template forces every platform to follow.

August 27, 2026
Three Ways to Own Data Centers Without Chips
Politics

Three Ways to Own Data Centers Without Chips

Vertiv, Equinix and Celestica each gave the committee a different answer this earnings season. Only one earns a permanent seat.

August 27, 2026
COIN Has a Sept. 15 Date With Congress
Politics

COIN Has a Sept. 15 Date With Congress

The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase’s earnings line, not just its stock price.

August 26, 2026
Four Memory Stocks at the Center of AI’s Biggest Bottleneck
Politics

Four Memory Stocks at the Center of AI’s Biggest Bottleneck

HBM is sold out. DRAM is tightening. These four companies are not equally priced for what comes next.

August 20, 2026
The Harness War Starts Today
Politics

The Harness War Starts Today

DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about benchmarks.

August 14, 2026
SMCI Guided Up to $72B. The Cash Flow Hole Is Real.
Politics

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.

August 13, 2026
The Margin Story Is No Longer Theoretical
Politics

The Margin Story Is No Longer Theoretical

AI agents are delivering bottom-line gains across the S&P 500. The broadening is just beginning.

August 11, 2026
Friday’s Jobs Report Is a Rate-Hike Vote
Politics

Friday’s Jobs Report Is a Rate-Hike Vote

Consensus expects about +90K for July. A beat may push September hike odds higher.

August 6, 2026

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