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Fed Rate Debate and AI Sell-Off at the Shadow Fed Conference 10/30/26
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Alphabet’s AI Search Selloff, Market Risk Signals and Power Demand 10/29/26
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Fed Decision Watch: Inflation, AI Earnings, Oil and Election Risks 10/28/26
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Anatomy of Anthropic, Buys Outside of AI, and What’s Next for Warsh? 10/27/26
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Anthropic’s Public IPO Filing, Big Tech on Deck, and Down the (AI)sle 10/26/26
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The Exchange 10/23/26
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Capital Concerns Hammer the AI Trade 10/22/26
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SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26
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Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26
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Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26
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Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26
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Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26
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Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26
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the Exchange 10/13/26
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The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26
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SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26
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Oil Spike, The Technical Take, and Oppormunities 10/8/26
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Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26
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Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26
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A New Normal, From Wall Street to Y’all Street, and “Net” Bets 10/5/26
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A Jobs Jolt, Mayer’s New Venture, and Can Nike Pick Up the “Pace”? 10/2/26
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Under-the-Rader AI Plays, Housing Shift, and Sneaker Softness 10/1/26
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The Federal Reserve: a Renovation Report, an Inflation Tracker, and a Tale of Espionage 9/30/26
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Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve
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OpenAI’s Dev Day and A Shift for College Sports? 9/29/26
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Nvidia’s Security Push, Consumer Conundrum, and the Diesel Divide 9/28/26
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Rate Hike Regret, Iran Negotiations, and Mortgage Mayhem 9/25/26
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Navigating Rising Rates and the Trump-Xi Summit 9/24/26
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Yields Jump, A High-Stakes Visit, and Lefrak’s Real Estate Warning 9/23/26
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Inspiring the AI Trade, Peloton Product Launch, and Muni Bonds to the Rescue? 9/22/26
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AI Stocks Rally, Meta’s Muse Moment, Nike’s Swoon 9/21/26
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Nvidia Too Cheap to Ignore?, AI Safety Debate, Apple’s iPhone Launch 9/18/26
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A Post-Rate-Hike World, a C-Suite Warning, and a Former Treasury Secretary 9/17/26
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Countdown to the Fed Decision 9/16/26
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Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26
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“Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26
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Hikes on the Horizon, Diesel Distress and Remembering September 11 9/11/26
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Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26
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Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26
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Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26
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Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26
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The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2/26
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Hike vs. Cut, FTC Chair on Amazon Lawsuit, and Why Electricians Love Data Centers 9/1/26
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Renewed Iran Tensions, Colorado’s Data Center Fight, and the Summer Software Surge 8/31/26
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Warsh at Jackson Hole, Retail Roundup, and Treasury Trouble? 8/28/26
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Nvidia’s Record Quarter, Connecticut Sues Kalshi, and So Long, SaaSpocalypse? 8/27/26
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Nvidia Earnings, A Winter Warning, and China’s Government Hack 8/26/26
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Media Deal in Limbo, Bitcoin’s Bounce, and Football Firestorm 8/25/26
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Safe Haven Status, Retail Wrap Up, and Crypto Comeback 8/21/26
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Bessent’s Bond Battle, Go Broad Not Bearish, and Stripe’s Strategy 8/20/26
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The Exchange 8/19/26
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Global Bond Rout, Meta’s Landmark Trial, and Anthropic’s Revenue Surge 8/18/26
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Retail Ramp-Up, Chinese Tech Catalysts, and a Bitcoin breakout? 8/17/26
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Bubble Beacons, Prediction Friction, and a Data Center Disconnect 8/14/26
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S&P 500 Milestone, Zuckerberg’s AI Manifesto, Anthropic’s Power Deal 8/13/26
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The Exchange 8/12/26
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Compute an Asset Class?, Two Wars Becoming One?, and Existing Home Sales Slump 8/11/26
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Take a Three-Quarter Point Hike, Food Safety Changes, and Grab the Chips 8/10/26
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Weak Jobs Report, AI Model Fears, and the Data Center Economy 8/7/26
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Memory’s Next Move, Google’s Fork in the Road, Countdown to July Jobs Report 8/6/26
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SpaceX Sinks, AI’s Bad Behavior, 3 Rate Hikes this year? 8/5/26
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Market Rally, Oil Slips, C-Shaped Economy 8/4/26
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Torque in Tech, Macro Shifts, and Earnings Exchange 8/3/26
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The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26
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Regaining Momentum, Fed Up, and the Next Phase of the Iran War 7/30/26
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Countdown to the Fed Decision 7/29/26
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Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP? 7/28/26
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Big Tech’s Big Week, Time for Some A.I.R (AI regulators), and a China Chip Debut 7/27/26
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Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26
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Tech Trashed and Rising Risks 7/23/26
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John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26
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No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26
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Big Tech on Deck, Congress’ Midterm To-Do List, and Cyclospora Outbreak 7/20/26
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China’s New AI Model, Tap-to-Pay Troubles, and Underdog Plays the Field 7/17/26
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Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26
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The Exchange 7/15/26
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Kevin Warsh Testifies, IBM’s Warning, and the Incredible Shrinking AI Model 7/14/26
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Oil Climbs on Hormuz Tensions, Apple’s OpenAI Lawsuit, and Earnings Season Eve 7/13/26
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SK Hynix's US Debut, Bring Back the Blockade, and a Water Break Boost 7/10/26
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‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26
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Trump's Meeting with Zelensky, The Chips Trade 7/8/26
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Bulls on Course, Valley of the Deals, and CNBC Investigates 7/7/26
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Rotation Nation, AI in the Classroom, and Betting’s Soccer Boost 7/6/26
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Bringing Back the Barbell, OpenAI’s Government Proposal, and Winter is Ending 7/2/26
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A More Opaque Fed, AI’s Strange Bedfellows, and “Less Screaming. More Streaming!” 7/1/26
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Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26
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Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26
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OpenAI Unveils GPT 5.6 Models, The Bearish Case for Micron 6/26/26
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CNBC @ Cboe: Live from Chicago 6/25/26
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Memory’s Micron Moment, Congressional Clash, and Just a June Swoon? 6/24/26
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Fading Memory, Retail Renaissance, and Standby on SpaceX 6/23/26
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The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26
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Apple Price Hike, Oil Prices Fall on Iran Agreement, and a SpaceX Bear 6/18/26
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Special Coverage: Kevin Warsh’s First Rate Decision as Fed Chairman 6/17/26
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Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26
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SpaceX Soars in Trading Debut 6/12/26
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Bank of America Double-Upgrades Intel, Hope for Gold Miners? 6/11/26
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Markets Ready for SpaceX IPO, Proposals for Prediction Markets, and The Big Business of the Knicks 6/10/26
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Wild Stock Swings, The “K” Comes for Housing, and The Evolving Capex Trade 6/9/26
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Apple’s Big Announcements, The Bull Case for Chips, and Under-the-Radar AI Plays 6/8/26
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