- US Market Cap at $74 Trillion: Why the Market Has Room to Grow Without Repricing
- Buffett Indicator at 230%: Why the Labor Share Makes Market Cap to GDP Unreadable
- 60-Month Transformer Lead Times Are a Bigger AI Constraint Than the Copper Deficit
- America Mines the World’s Semiconductor Quartz and Has No Export Controls on It
- China’s Equipment Export Controls Are the Real Threat to America’s 2028 Magnet Timeline
- Earnings Recap August 3-7, 2026: AMD, Datadog and SanDisk All Beat and All Fell
- July Jobs Report: The 103,000 Revised Away Matters More Than the 23,000 Lost
- Big Tech Capex Reaches $1.1 Trillion Since 2023, With $745 Billion Planned for 2026
- Amphenol’s Record Quarter Shows Where AI Capex Actually Lands
- Paper Raises $34 Million and Figma (FIG) Has Already Lost Half Its Value on the Thesis
- Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
- Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
- Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
- Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
- Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
- China’s U.S. Treasury Holdings: The Great Repositioning (2021–2025)
- Infographic: Why the 2025 CIPA Data Proves the APS-C Renaissance is Real
- How WiFi Changed Media
- Canva Acquires Simtheory and Ortto to Build End-to-End Work Platform
- Netflix Price Hikes, The Economics of Dominance in a Saturated Streaming Market
- Autodesk Opens Fusion to AI Agents as SendCutSend Banks $110 Million: The Design-to-Part Loop Is Now Machine-Readable
- Cloudflare Open-Sources Cloudflare OS: The Agent Workspace Is Free, the Network Underneath Is Not
- Marvell (MRVL) Turns Celestial AI Into Product, and the $5.5 Billion Earnout Clock Is Now Running
- Samsung Unveils zHBM and 400-Layer V10 BV-NAND at FMS 2026, and Wafer Bonding Is the Common Thread
- Kioxia GP1 Wins FMS Best of Show With 10 Million IOPS, Splitting From SanDisk and SK Hynix on HBF
- The Humanoid Robot Bottleneck Is the Battery: Why Two Kilowatt-Hours Caps the Whole Industry
- SK hynix HBF Standard Turns NAND Into a Memory Tier, and the Memory Trade Still Has Room to Run
- The Humanoid Trap: FCC Robot Import Ban Defends the Wrong Form Factor
- Kioxia Splits Its AI Roadmap Between On-Device Flash and Hyperscale E1.S SSDs
- Coursera Invests $100 Million in Its Chairman’s New Company: Venture Funding and Acquisitions Roundup
- Lattice Semiconductor Q2 2026: A 69.5% Gross Margin Guide Undercuts the AMI Accretion Story
- Apple and Amazon Earnings: The $20 Billion Memory Line That Explains Both Stocks
- ServiceNow (NOW) Q2 2026: The 98% Renewal Rate Matters More Than the $1 Billion AI ACV
- Arm, Qualcomm and UMC Report the Same Day at Three Different Layers of the Stack
- Bloom Energy (BE) Q2 2026: Warranty Accruals Hit 4.2% of Product Revenue, Seven Times Last Year’s Rate
- SK Hynix Q2 2026: DRAM ASPs Rose 30% and the ADR Still Made a Record Low
- OSINT Digest: Nvidia’s $250B Ohio Guarantee, DeepSeek’s Paused Round, and Bab al-Mandab Down to 11 Vessels
- SanDisk and Micron Fell Friday Because Google Raised Capex, Not Because It Cut It
- Tesla (TSLA) Q2 2026: The Stock Fell 14.5% but Only 4% of It Came From the Earnings Release
- Intel Q2 2026: $16.1 Billion in Revenue and $293 Million in External Foundry Sales