US Economy: June Jobs Report Craters to 57K as AI… · The Daily Alpha
US markets are closed for the Independence Day holiday, but a shockingly weak June jobs report — with AI displacement named as a driver — lands as the day's...
Meta: Launches "Meta Compute" Cloud Business to Sell… · The Daily Alpha
Q3 opens with a role reversal: hyperscalers turn spare GPUs into a product (Meta Compute) and Gulf capital lands a record $49B war chest, even as chip stocks...
Markets: AI Trade Snaps Back · The Daily Alpha
The AI trade snapped back to close the best quarter in years — chips ripped higher on June 30 even as compute scarcity (Google throttling Meta) and a...
Google DeepMind: The Brain Drain Becomes a Rout · The Daily Alpha
On the last day of the most consequential month in AI's history, the story isn't a model — it's the people: Google DeepMind's brain drain to its soon-to-be-...
OpenAI: Reportedly Leaning Toward Delaying Its IPO to 2027 · The Daily Alpha
Markets reopen after the worst week for AI stocks since the rally began — and the new bear catalyst isn't a chip miss, it's the IPO window itself slamming...
OpenAI (GPT-5.6 "Sol / Terra / Luna"): Frontier Model… · The Daily Alpha
Weekend wrap after a volatile week: OpenAI ships GPT-5.6 under an unprecedented government-approval gate, while Friday's chip selloff flags the market's...