ASML’s $13.2 Billion Quarter Is Not the Point
Wednesday’s bookings figure is the key read on 2027 AI chip capacity.
SpaceX Just Bought Its Way Inside Your House
October 9, 2026 An $8 billion bet on 800 MHz airwaves tests the toughest claim AT&T, Verizon, and T-Mobile kept…
Private Credit’s $1.4 Trillion Market Has a Loan Problem
Rivals are circling distressed BDCs, but the bigger question is what happens when 2021-era loans mature into a 5%-plus rate world.
Micron’s Next Quarter: $61B at 6x Forward Earnings
HBM is largely sold out for 2027. Guidance beats. The stock sits 15% off its 52-week high.
Amazon Quits Palm Pay
October 8, 2026 Amazon’s retreat from palm checkout is being read as a cautionary tale. When Amazon pulled its Amazon…
Apollo Is Helping SpaceX Raise $40 Billion for Nvidia Chips
The structure could remake AI infrastructure finance, but bond buyers see real hardware and obsolescence risk.
The 10-Year Treasury Hit 5.365%. Here Is Where the Dow Goes Next.
Fed minutes signaled another hike could come this year. Now small caps, banks, and utilities face a reckoning at multi-decade yield highs.
The Chip Under the GPU Making Money Right Now
October 7, 2026 Power delivery is the real AI hardware bottleneck in 2026, and one supplier is capturing outsized upside….
Tokenized Private Credit Pays 8–15%. The Catch Is Real.
Institutions are moving on-chain, but liquidity is still hard
Google Just Told Wall Street What Nuclear Is Worth
A 20-year, 890MW deal with Constellation reframes CEG, Vistra, and Talen as core AI infrastructure holdings, not yield-chasing utilities.