Microsoft: Unsealed Filings Show Its Own Applied-Science Chief…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The first full session after the Fed's hike turned into a chip-led relief rally — while the AI...
Federal Reserve: Hikes 25bp to 3.75%–4%
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The Fed delivered the hike the AI trade had been dreading, and within eighteen hours the sector...
Ursula von der Leyen (European Commission): Endorses Pacing the…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The pacing debate stopped being an industry memo and became policy: Brussels endorsed it from the...
The Tape: The FOMC Opens With ~93% Odds of the First Hike Since 2023
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The Fed opens a live meeting into a 5% ten-year and a chip bear market, while the AI safety fight...
Dario Amodei (Anthropic): Publishes "We Must Pace the Frontier"
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The three men who build the frontier spent the weekend asking the world to slow it down — and...
Micron: Crosses $1,000 a Share in Monday Premarket
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade opens the week on two opposite legs: memory melts up toward a $1.2T Micron while the...
Applied Materials: Record Quarter, DRAM Up 52%, a Q4 Guide 7%…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The S&P 500 closed at a fresh record on a flat PPI print, but the two biggest AI tape-readers of...
Cisco: AI Orders Hit $9.3B
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A tame CPI print and a wall of AI-infrastructure earnings pushed the S&P 500 to a record — but...
Riot Platforms & Anthropic: A Bitcoin Miner Signs a 20-Year…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade's financing plumbing took center stage overnight — a bitcoin miner became...
Intel: Upsizes Its Share Sale to $20B at $95
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade's financing layer took center stage overnight: Intel raised $20B in the open market,...
TSMC: July Revenue Jumps 44.7% to a Record NT$467.58B
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube TSMC's July sales print lands as the cleanest possible answer to two weeks of AI-bubble anxiety —...
Memory: SanDisk and Western Digital Beat
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The memory supercycle takes its first real guidance-driven hit while Atlassian's 30% blowout...
SpaceX: Musk Commits Exclusively to Nvidia
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Two disclosures reframed the week — Musk handed Nvidia an exclusivity pledge that stretches into...
AMD: Record $11.5B Quarter, Data Center Doubles to $6.7B
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade printed a record close and then blew up overnight — AMD beat every line and fell 8%,...
Palantir: Revenue Up 93% and U.S. Commercial Up 149%
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade broadened violently overnight: Palantir's 93% revenue growth and Amazon's $3...
Alibaba: Qwen3.8-Max Lands at 2.4 Trillion Parameters Claiming…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube China reclaims the frontier narrative on the first Monday of August: Alibaba's 2.4-trillion-...
Amazon: AWS Grows 37%
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI-capex trade got its verdict overnight: Amazon proved cloud demand is accelerating and...
Microsoft & Meta: The Capex Verdict Lands
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade split in two overnight: Microsoft added ≈$260B on cheaper capex and a 45% Azure...
SK Hynix: Profit Up 557% to a Record ₩60.5T
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Record AI-memory profits were not enough: SK Hynix missed a bar nobody thought it could miss,...
South Korea: Kospi Crashes 10.8% and Trips a Circuit Breaker as…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube China detonated the memory trade: a 466% chip IPO, homegrown lithography tools, and a circuit-...