Publications
Articles and analysis on markets, companies, the economy and technology, with a focus on the context behind the headlines.
Markets and Earnings
Seizing the Initiative: The Tanks of Artificial Intelligence
Markets and Earnings
AI stocks this week: Meta filled its sails; the chipmakers for agents caught the wind too
Markets and Earnings
NVIDIA Earnings, August 2026: $96.22 Billion in Revenue, Weak Cash Collection and a Year-End Stock Outlook
Markets and Earnings
Palantir Technologies (PLTR): “Otherworldly” Q2 2026
Markets and Earnings
Leopold Aschenbrenner and the Collapse of Situational Awareness: How a Young AI Prodigy Lost Billions and Was Rescued by Citadel (The Lesson of Icarus)
Markets and Earnings
When the Air Gets Thinner: How Software-as-a-Service (SaaS) Was Forced to Acclimatize to Agentic Artificial Intelligence in 2025-2026
Markets and Earnings
SK Hynix Nasdaq Debut 2026: $26.5 Billion, AI Capital Expenditure Risks, and the Threat of HBM Chip Oversupply
Markets and Earnings
AI Supercycle 2026: High Valuations, Low Revenues, and Massive Capex - Where Is the Return?
Markets and Earnings
Alex Karp Reveals: ‘We’re Paying for Tokens That Create No Value, While They Steal Our Alpha’
Markets and Earnings