September 15, 2026 Bonus Content: Intel’s Foundry Wins Clients. The Math Still Doesn’t Work. A note from...
Weak jobs data lands a day before August CPI, complicating a decision where three MPC members already...
The AI pacing consensus had an unusual Monday. Anthropic CEO Dario Amodei published a blog post Saturday...
Inflation expectations hit 4.6% as confidence slides, and retail sales land hours before the rate decision.
September 15, 2026 Bonus Content: Snowflake’s Cross-Border Data Play Has a Compliance Problem A note from our...
The iPhone Duo is real. The margin math is not settled. Here is what the analyst divide...
On Saturday, September 12, 2026, Dario Amodei published a roughly 3,800-word essay titled “We Must Pace the...
With seven agents shipping and a governance layer for rivals, Salesforce is arguing that enterprise AI adds...
September 14, 2026 Bonus Content: S&P 500 at 7,619: Is Citi’s Doubt a Buying Opportunity or a...
Doug Bergeron’s proxy fight gives ETD a catalyst, but housing is the harder problem to solve.