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$95 billion in AI orders. One company. One quarter.

Sep 3, 2026

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7 min read

$95 billion in AI orders. One company. One quarter.

Dell's backlog is the size of a small country's GDP. Broadcom beats and drops. Nvidia nears Hugging Face. ISM Services today.

Dio Pouerie, +1

The US and Europe are hiking into the same wall

Sep 2, 2026

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7 min read

The US and Europe are hiking into the same wall

Eurozone inflation hits 3.3%. ECB hikes Sep 10. Fed odds at 68%. Oil back above $90. Both sides of the Atlantic tightening at once.

Dio Pouerie, +1

Cook's out. Ternus is in. Apple's AI clock starts today.

Sep 1, 2026

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7 min read

Cook's out. Ternus is in. Apple's AI clock starts today.

First CEO change in 15 years. First product event in 8 days. First $5T legacy to defend.

Dio Pouerie, +1

A rate hike is now the base case. Are you positioned for it?

Aug 31, 2026

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6 min read

A rate hike is now the base case. Are you positioned for it?

September hike odds hit 60%. US strikes Iran. Musk yanks Cursor from OpenAI's stack.

Dio Pouerie, +1

Nvidia rallied 9%. Marvell beat and dropped 7%. Same week.

Aug 28, 2026

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5 min read

Nvidia rallied 9%. Marvell beat and dropped 7%. Same week.

The AI trade is splitting in two. Warsh speaks at 10 AM. The labour market gets a recount.

Dio Pouerie, +1

Nvidia proved the AI trade. PCE proved the problem.

Aug 27, 2026

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8 min read

Nvidia proved the AI trade. PCE proved the problem.

Data center revenue $89B, guide $108B, and inflation still at 3.7%. Somebody has to blink.

Dio Pouerie, +1

Market News Is Everywhere. The Read Is Here.

$95 billion in AI orders. One company. One quarter.

The US and Europe are hiking into the same wall

Cook's out. Ternus is in. Apple's AI clock starts today.

A rate hike is now the base case. Are you positioned for it?

Nvidia rallied 9%. Marvell beat and dropped 7%. Same week.

Nvidia proved the AI trade. PCE proved the problem.

Market News Is Everywhere.
The Read Is Here.