Empire State fell 13 points to 7.6, Japan's machinery orders dipped again, and a hike is widely...
September 16, 2026 Nvidia and its biggest model customers are arguing in public about AI Sponsored 100...
The Space Force's first public admission of on-orbit weapons is less a geopolitical headline than a procurement...
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...