Cerebras CS-4 Claims 30x Speed. Now Talk Margin.
The speed claims may hold. The margin path and customer concentration are what investors are debating.
Politics
The Pause Is Not the Deal
Three days, $880 billion in bilateral trade, and a 96-year-old legal weapon nobody has ever fired. Here is what the…
The $9.8B Question Behind the WBD Arb
A March 2027 trial date, a $7 million daily clock, and a March 4 end date have turned this into…
Google’s AI Reshuffle Is a TPU War
The Hassabis shift and the Dean exit are symptoms. The chip allocation fight is the disease.
$4 Gas in Mid-August. It Has Never Happened Before.
The refiner trade is the cheapest seat at the most expensive pump in recorded history.
Nvidia Is Buying Scarcity, Not Just Concrete
A $3B bet on Lancium is a bet on Texas grid access, after ERCOT’s pre-July 10 Batch Zero cutoff.
Gold Is Down 24% From Its High. The $5,000 Path Runs Through 2027.
Wheaton just posted record Q2 results. The structural case for gold's next leg is stronger than the price suggests.
Lucid Beat Revenue. Free Cash Flow Is the Alarm.
Revenue beat, free cash flow missed. Three catalysts now decide everything.
Three Short-Term Bond ETFs Worth Your Attention Right Now
The Fed's hawkish shift makes the short end of the curve more interesting than it has been in years.
CORZ Is Down 32% From Its High. The $24B Backlog Says Otherwise.
Core Scientific just beat Q2 revenue by $19M and landed a 15-year AMD deal worth $14B in base contracted revenue.…