IPO Calendar

The Economics of AI Across Three Layers:• The hardware layer: generational transfer in free cash flow is underway• The hyperscalers: compute is becoming an asset class, not a sunk cost.• The labs: the...

Some ask whether or not big tech overspent. I ask by how much. The AI Spending War The Wall Street Journal asks Will Someone Finally Blink in the AI Spending War? Big tech reining in its AI spending...

Prediction markets leader Polymarket has a daily contract that bets on whether the S&P 500 opens higher the next trading day. Yesterday’s contract, as shown below, implied just a 30%...

S&P futures are down (0.3%) and pointing to a lower open today. Asian benchmarks erased gains from early in the session and closed mixed. Japan's Nikkei rallied +2% in the morning but closed...

Anyone who has hit the usage limit on an AI subscription knows the problem: intelligence may be digital, but it is not free. At enterprise scale, that limit becomes a question of profitability. If...

The biggest momentum sale in history  The worst momentum print in 27 years  Token volume is shifting to cheaper models  Micron, SK Hynix, and TSMC are racing to add capacity ...and how to benefit from...

The most dangerous investment mistakes often begin with an inability to imagine outcomes that differ from what the market expects. That does not mean investors should reflexively bet against strong...

The AI arms race just moved from the laboratory to the price sheet, which is usually where every glorious technology cycle discovers gravity. Takeaways • Meta has officially moved from AI evangelist...

AMD is ripping on Thursday, up roughly 7.75% to around $558 as it reverses a multi-day slide and charges back toward its 52-week high of $584.73. The rebound erases the damage from a brutal start to...

Axios reported that the Trump administration had given OpenAI the green light for a wider release, while the White House later pushed back on the idea that any formal approval had been...