The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
Nvidia Is Now a Power Broker
August 21, 2026 Nvidia Is Now a Power Broker Three power-infrastructure bets in one month suggest a supply-chain strategy that…
Two Miners to Own. One to Avoid.
Agnico Eagle and Kinross just posted record cash flow. Newmont is shrinking while costs rise.
Cheaper AI Tokens Are Nvidia’s Best Growth Catalyst
The Jevons Paradox is alive in the GPU market. Falling token prices expand the addressable universe of AI workloads, and Nvidia captures the hardware bill every time.
500 Times Bigger Than ChatGPT
August 20, 2026 The July Flush Was a Fund, Not a Fact Featured: The July Flush Was a Fund, Not a…
The Feedback Loop Bonds Cannot Escape
BofA’s Hartnett says the debt-service spiral is the real threat, not the round number.
The SEC’s Crypto Proposal Just Dropped. Sept. 15 Is Next.
The agency’s Regulation Crypto Assets framework is now in motion. The real calendar is the 60-day comment window and the Senate’s Sept. 15 cloture vote on the CLARITY Act.
The Feedback Loop Bonds Cannot Escape
August 19, 2026 The Feedback Loop Bonds Cannot Escape BofA’s Hartnett says the debt-service spiral is the real threat, not…
Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Q2 2026 shows AI infra surging, but ads keep shrinking.
PATH Is Up From Its Lows. September 3 Is the Only Number Left.
The Stock Nobody Was Watching Just Moved Sixteen dollars and change. That is where UiPath (NYSE: PATH) has been trading…