The Real Bottleneck in the AI Arms Race Isn’t GPUs
One nuclear fuel supply deal sent uranium stocks up more than 10% in a single day. Oklo — the small […]
Markets
Markets
SpaceX Raised $85 Billion. Then It Borrowed $20 Billion More.
Ten days after the largest IPO in history, SpaceX announced plans to issue $20 billion in bonds to repay a
Markets
Why Good Earnings Sent Accenture Down 18%
Accenture beat earnings but still fell 18% in a day. Here’s what earnings guidance is — and why it often matters more than what a company just reported.
Markets
The Fed Held Rates. So Why Did Markets Panic?
The Fed held rates — yet markets sold off hard. Here’s how the dot plot works and why Warsh’s missing dot was the loudest signal in the room.
Markets
The Trade That Crashed Markets in 2024 Is Back
The Bank of Japan just raised rates to their highest level since 1995. Here’s what the yen carry trade is and why it crashed global markets the last time this happened.
Markets
No Nuclear, No AI: How the Energy Layer Became the AI Layer
AI data centers run on electrons. Here’s why Big Tech is signing nuclear contracts — and how the investment ecosystem breaks down from uranium mining to SMR development.
Markets
Why Nvidia Borrowed $25 Billion It Didn’t Need
Nvidia has $62.6 billion in cash. Last week, it issued $25 billion in corporate bonds anyway. If that seems contradictory,
Markets
Forward Guidance: The Fed’s Most Powerful Tool — And What Warsh Just Did to It
The Fed invented forward guidance to move markets with words. Here’s how it evolved since 2008 — and what Kevin Warsh’s missing dot signals about the era ending.
Markets
AI Export Controls: Why Platform Investors May Win
AI models are becoming the new semiconductors — assets governments want to control at the border. Anthropic recently restricted two
Markets
One Dot Just Moved Markets. Here’s What the Fed Dot Plot Actually Is.
The Fed held rates steady — but the dot plot moved markets anyway. Here’s what the dot plot is and why nine anonymous dots matter more than the decision itself.