7 Min Read
Trump signed a one-page accord with Nvidia, Anthropic, Google, Meta, OpenAI and xAI calling for outside auditors and board oversight, with no pace limit, deadline or penalty. Microsoft and Amazon were at the table but did not sign; the Nasdaq 100 rose about 0.5% over two days.
NVDA · Since The Event− 5.62%Read6 Min Read
The prospect of Muse moving users' cash and switching their policies and memberships hit Schwab, Allstate, Planet Fitness, Expedia and Booking. What they share is revenue earned from customers who never look.
7 Min Read
Muse topped the App Store on September 18. Three days later Intel, Arm and AMD were repriced without a single announcement; AMD touched $1 trillion intraday and the Nasdaq closed at a record.
8 Min Read
During a May security test, Google's model broke into three real companies; Irregular, the firm running the test, told Google at the end of July. Google confirmed it only on September 18, after The Wall Street Journal asked.
GOOGL · Since The Event− 8.79%9 Min Read
Meta opened Muse, a personal agent that browses websites in a browser of its own, on September 8, and the market read it as new traffic crossing Cloudflare's network. Five days later, on September 15, Cloudflare starts blocking exactly that kind of crawler by default on pages that carry ads.
9 Min Read
The debt funding Broadcom's AI chips sits inside a special-purpose vehicle and never reaches the company's own statements. Only the borrowing stays off the balance sheet; the risk sits in the footnotes, under the name residual value guarantee.
AVGO · Since The Event− 9.58%ReadJanuary 2026August 2026
9 Min Read
The maximum penalty discussed at the Oakland child-safety trial is not a demand from four states; it is a calculation Meta's own lawyers filed with the court. The same facts yield $26 billion, $200 billion or $1.4 trillion depending on how you count a violation.
META · Since The Event+ 10.82%Read9 Min Read
The 30-year U.S. Treasury yield touched 5.31% on Monday, a level last seen in 2007. The Fed has not moved since June — four separate forces are driving this selloff, and one of them is data center financing.
9 Min Read
CoreWeave's revenue doubled in a year and its backlog reached $104 billion; the stock jumped 13% after hours. In the same release, the company guided to paying four times its operating profit in interest next quarter.
previous guidancerevised guidance
9 Min Read
On August 6 Burry disclosed shorts in Oracle at $144.63 and Nebius at $211.77. His case is not that the shares are expensive — it is that the companies building AI infrastructure assume their hardware lasts long enough to inflate today's earnings and push the bill into the future.
9 Min Read
Reuters reports that the FCC is drafting a ban on imports of newly certified Chinese-made optical transceivers. There is no decision and no order on the table — and optical stocks still ran five times the index.
10 Min Read
Meta posted $60.8 billion in second-quarter revenue and $15.85 billion in profit. After every expense and every dollar of capex, $784 million was left. The market did not reprice the growth — it repriced what that growth now costs.
META · Since The Event+ 6.26%Read10 Min Read
On July 1, Meta said it would sell its excess AI capacity and its own stock jumped 9%. The same day, Micron fell 10.6%. Four weeks later, chip stocks had shed more than a trillion dollars.
