Nvidia Is Circling the Inference Market Again
The Rebellions talks are about inference dominance, a narrowed regulatory corridor, and a Korean government that already said no to…
Economy
Klarna Is Selling Less Volume on Purpose
The GMV slowdown is deliberate. Investors pricing it as demand are wrong.
The $514B Backlog vs. 3.6B Daily Users
Alphabet and Meta are both spending the most capital in their histories on AI. The asset that determines the winner…
ETON’s 43% EBITDA Margin Is the Number Wall Street Missed
Revenue doubled. The margin story behind it is what changes the long-term math.
Your Wallet vs. the Fed’s Next Move
A 9-3 vote, a 3.4% CPI reading, and a September decision that will price every loan you carry.
Terafab Is Not a Building. It Is a Supply Chain Argument.
SpaceX and Tesla committed $16.8 billion to phase one of a 100-million-square-foot chip megafactory in Grimes County, Texas. The $119…
Wages Are Losing. The CPI Says 3.4%.
The headline is cooling. The real-wage deficit is where the consumer trade lives.
Muse Glimmer Changes the Open-Weight Economics
Meta's edge-native agentic model is a policy argument as much as a product launch.
Gold Is Down 24% From Its High. The $5,000 Path Runs Through 2027.
Wheaton just posted record Q2 results. The structural case for gold's next leg is stronger than the price suggests.
The Market Has Closed Three Open Files. It Shouldn’t Have.
Hormuz is still burning, the Fed just produced its most fractured vote in a decade, and a rare earth clock…