Hot Inflation and Expensive AI Infrastructure Debt
Why markets were frightened by the same thing on Wednesday In 1881 Ferdinand de Lesseps, the builder of the Suez Canal, began construction in Panama […]
Month: October 2026
Banks Report, Inflation Decides: What JPMorgan, Goldman and the Others Showed Ahead of CPI
In the second half of the 1970s inflation in the United States spun out of control not because of a single event, but because of […]
Major Tom and the SpaceX report
Starlink makes the profit. xAI carries the valuation. The shares closed at $171.92. In January 1969 David Bowie wrote a song about an astronaut who […]
Micron reported $54 billion in memory revenue. Amazon is looking for a buyer for chips it already uses.
Micron has sold the memory and recognized the revenue. Amazon uses the chips and is looking for someone else to own them. The two are […]
Two trillion, no control
Anthropic is asking the global market for capital on unaudited figures and on compute contracts payable even when unused, and the stock on offer will […]