NVIDIA × OpenAI: Nvidia Weighs a ~$250B Backstop for OpenAI's…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Risk-on Monday: futures surge as the U.S.–Iran fighting pauses and oil dives, but the tape's real...
Alphabet: Beats on $119.8B Revenue and 82% Cloud Growth
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Big Tech's "prove-the-capex" week hits its verdict: Alphabet and Tesla both cleared the revenue...
AMD: Launches "Helios" 72-GPU Rack, Wins Microsoft as Flagship…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube AMD crashes Nvidia's rack party as Microsoft signs on for Helios, Google ships a cheaper Gemini...
Markets: Chip Comeback Fizzles, Oil Hits $90 on Iran
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A jittery holding pattern: chips staged an intraday comeback but faded, oil punched to $90 on...
Big Tech Earnings: Alphabet and Tesla Headline the…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Wall Street opens the year's most important tech-earnings week — Alphabet and Tesla headline a...
Google: Gemini 3.5 Pro's Long-Promised July 17 Launch Arrives
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Launch day for Gemini 3.5 Pro arrives with Google reportedly behind schedule, deepening a multi-...
TSMC: Record Q2 Profit +77%, Pledges Another $100B for Arizona
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube TSMC delivers a record quarter and a fresh $100B U.S. pledge, but the chip trade sells the news...
ASML: Blows Past Q2 and Hikes Its 2026 Outlook a Second Time on…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI-capex trade rips higher as ASML's second forecast hike of the year — plus a wave of...
Markets: CPI + Big-Bank Earnings Land Together as Hawkish Waller…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A high-stakes macro Tuesday: June CPI and the big banks kick off earnings season with the AI...
Markets: AI Trade Sells Off as US–Iran Fighting Re-Escalates Over…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube A risk-off Monday: a weekend US–Iran escalation and a jump in oil pressure the AI trade, even as...
Meta: "Iris" Custom AI Chip Goes Into Production in September +…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade regained momentum as three big custom-silicon and product moves — Meta's "Iris"...
OpenAI: GPT-5.6 Goes Public Today After Government Sign-Off
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The frontier-model logjam breaks in a single day: OpenAI's GPT-5.6 clears government review for a...
Samsung: Record ₩89.4T ($58.4B) Q2 Profit
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade cracks on two fronts at once — Samsung's record quarter gets sold, and a collapsing...
Markets: Dow Closes at Record 53,055 as the AI Trade Snaps Back
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube The AI trade snapped back to record highs as chips led a post-holiday rally — but the day's real...
Markets: Dow at Record ~52,900 While AI Chips Slide Into the July…
🎥 Watch the latest 7-minute briefing · Subscribe on YouTube Wall Street reopens after the July 4 weekend to a widening split: the Dow sits at a record while...
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...