Publications
Articles and analysis on markets, companies, the economy and technology, with a focus on the context behind the headlines.
Markets and Earnings
Micron reported $54 billion in memory revenue. Amazon is looking for a buyer for chips it already uses.
Markets and Earnings
Two trillion, no control
Markets and Earnings
Stocks Hold the Record. Bonds and Oil Already Speak of Another Regime.
Markets and Earnings
AI stocks this week: Meta filled its sails; the chipmakers for agents caught the wind too
Markets and Earnings
The Senate Stopped the Clarity Act. What the Vote Leaves Standing
Markets and Earnings
NVIDIA Earnings, August 2026: $96.22 Billion in Revenue, Weak Cash Collection and a Year-End Stock Outlook
Markets and Earnings
Tokenization of Financial Markets 2026: The New Digital Ledger, Stablecoins, and the Battle for Control of Settlement
Markets and Earnings
SpaceX Q2 2026 Earnings: Full Analysis of Revenue, Valuation and Risks After the IPO
Markets and Earnings
Palantir Technologies (PLTR): “Otherworldly” Q2 2026
Markets and Earnings