NVDA Is Up 10% This Week. August 26 Is the Only Number That Matters.
SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high. Here is what the rally is really pricing.
DV Has a $13.60 Floor. The Real Story Is Bigger.
Nielsen’s $2.15 billion deal would close the book on public ad verification. Here is what the trade, the shift, and the independence question mean.
The $570B Wall Street Can’t Absorb
AI bond supply is testing demand. Early September is the real stress point.
The Unemployment Rate Lied. The Jobs Number Didn’t.
A net loss of 23,000 jobs, a 12-month average that just collapsed to 34,000, and a Fed that was 57% priced to hike before 8:30 a.m. ET, here is what the data actually says.
The Governor Just Made This Deal Harder
Virginia’s SCC clock is running. A first-ever gubernatorial intervention landed this week. The arb math just got more complicated.
GS Has Doubled Since April 2025. Now What?
Record equities revenue, a $4T wealth franchise, and a 107% run in 16 months. The debate has shifted from whether Goldman can perform to whether the market has already paid for it.
Starlink Is Funding a Black Hole
SpaceX’s only profitable segment posted $1.66B in operating income last quarter. Its AI division consumed $15.83B in capex. That math has a limit.
Burry Banked the Win. Now Ask What He Left on the Table.
He entered MSFT at $415, exited near $490. He closed an Oracle short that paid roughly 51% on the downside. The remaining book is the real story.
Palantir Just Made the Melt-Up Feel Real
A $3.5 trillion Nasdaq 100 rebound in four days needed proof. Palantir’s Q2 results helped make the case.
Friday’s Jobs Report Is a Rate-Hike Vote
Consensus expects about +90K for July. A beat may push September hike odds higher.