Marvell: Buys Lumentum for $115 Billion All-Stock
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade broke on financing, not on demand: the Nasdaq 100 fell into its third correction of...
Amazon: AWS Accelerates to 39%
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI capex trial moved from Alphabet to Amazon and Intel, and for the first time the verdict...
Alphabet: Revenue Up 25% and Google Cloud Up 103%
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Wall Street finally priced AI capex and AI payoff separately on the same night — Microsoft rose...
Anthropic: The Full S-1 Lands
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Wall Street's AI trade reignites — Anthropic's S-1 numbers land and NVIDIA buys into Meta's capex...
SpaceX: Closes About $40 Billion of Debt for NVIDIA GPUs
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Anthropic opens its books to the public two hours from now, SpaceX just proved that only...
OpenAI: Cuts Its Own Valuation Target by $150 Billion to $1.25…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade closed its worst week since June, and the single cleanest signal of the repricing...
Meta: Beats on Revenue, Raises 2026 AI Capex to $145 Billion
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The first megacap AI earnings landed and split the trade in half — Meta raised 2026 capex to $145...
Anthropic: The Draft S-1 Lands in Full
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube One upside guidance revision from a server assembler reversed a two-week global de-rating of the...
Elice: Korea's Biggest IPO of the Year Breaks 28% on Debut
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade's financing layer cracked in public today: Korea's biggest IPO of the year broke 28%...
Goldman Sachs: Investors Have Already Put About $500 Billion Into…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube After the worst week for the S&P 500 and Nasdaq since late June, Monday's tape bought the dip...
China: Proposes Export Controls on 23 AI Technologies
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Beijing proposes the first export controls on trained AI systems themselves, the FTC turns a...
CoreWeave: Its 2032 Bonds Yield 14.8% and Its 2031s 14.9%
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade cracked at its weakest joint today — not demand, but the cost of money: CoreWeave's...
Anthropic: Opens Its Books to Institutional Investors Today at a…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The most consequential private company in AI opens its books to institutions today, ASML tells...
CXMT: A Slide About 4F² DRAM Cells in Shanghai Took 5.46% Off the…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A Chinese DRAM cell design nobody had benchmarked erased 5.46% from the KOSPI in a single...
Amazon: In Talks to Buy Decart for About $7 Billion
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Two bidding wars broke out over the same scarce asset — labs that make expensive silicon cheaper...
OpenAI: Tells Investors Its Annualized Revenue Is Nearing $50 Billion
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A $20 billion accounting gap at OpenAI did what no bear note has managed all year — it put a...
Samsung Electronics: Posts the First ₩100 Trillion Quarter in…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Samsung printed the largest quarterly profit in Korean corporate history and the stock fell...
Mistral: Ships "Le Chonk"
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Europe finally ships a trillion-parameter open-weight model, Google locks 3.6 gigawatts of PJM...
NVIDIA: Closes at a Record and Sits 3.8% From the First-Ever $6…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade's two engines ran in opposite directions overnight: NVIDIA sits 3.8% from the first...
Trump: Creates a Standing "Super Intelligence Force" With a…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Washington built a standing bureaucracy for AI over the weekend — chaired by the intelligence...