A Las Vegas warehouse shows how intense the training data race is, and what it means for Amazon’s frontier model…
The $7M Daily Clock Is Now the Trade
Arb desks price a 70% close. The ticking fee, a March trial, and a CNN divestiture gambit decide this.
Trump Threatens Oman and the Last Off-Ramp
Threatening Oman does not reopen Hormuz faster. It weakens the one channel that makes a deal possible.
Meta Faces a Trial Bigger Than the Number
A $1.4 trillion headline distracts. The injunction could break Meta's model.
DIS Is Down 41% in Five Years. Accumulation May Be Starting.
A new CEO, a $9 billion buyback, and a P/E far below its own history. The market is still pricing…
The Dollar Just Broke Down. Q3 Earnings Win.
Today’s retail sales shock dents the September hike case and hands large-cap multinationals an earnings tailwind Wall Street hasn’t fully…
TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.
The $9.8B Question Behind the WBD Arb
A March 2027 trial date, a $7 million daily clock, and a March 4 end date have turned this into…
Terafab Is Not a Building. It Is a Supply Chain Argument.
SpaceX and Tesla committed $16.8 billion to phase one of a 100-million-square-foot chip megafactory in Grimes County, Texas. The $119…
Two Reports Just Killed the September Hike
July CPI hit 3.4% as hiring turned negative. The Fed hold case is now the consensus trade.