Markets and Earnings

A Venetian merchant with double-entry books blends into a glowing digital ledger with blockchain nodes and symbolic tokens (Bitcoin, Ethereum and institutional assets).

Markets and Earnings

Tokenization of Financial Markets 2026: The New Digital Ledger, Stablecoins, and the Battle for Control of Settlement

24 August 2026 · 16 min

Will SpaceX take off

Markets and Earnings

SpaceX Q2 2026 Earnings: Full Analysis of Revenue, Valuation and Risks After the IPO

6 August 2026 · 12 min

The revolution that is coming and Palantir, which manages to profit from it

Markets and Earnings

Palantir Technologies (PLTR): “Otherworldly” Q2 2026

5 August 2026 · 12 min

Leopold Aschenbrenner - the new Icarus of the markets

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)

3 August 2026 · 15 min

Illustration: Pont du Gard - the keystone of the arch

Markets and Earnings

When the Keystones Begin to Creak

29 July 2026 · 14 min

When The Air Gets Tinner

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

21 July 2026 · 7 min

Professional financial illustration showing the Nasdaq building in the background with glowing HBM memory chips on a circuit board in the foreground. Golden candlestick charts rise dramatically and transform into magical energy and flames, symbolizing the uncontrolled surge in AI capital expenditures. Dark navy blue and gold color palette in a premium, modern editorial style, referencing the Sorcerer’s Apprentice metaphor.

Markets and Earnings

SK Hynix Nasdaq Debut 2026: $26.5 Billion, AI Capital Expenditure Risks, and the Threat of HBM Chip Oversupply

13 July 2026 · 8 min

AI Supercycle 2026: High Valuations, Low Revenues, and Massive Capex - Where Is the Return?

Markets and Earnings

AI Supercycle 2026: High Valuations, Low Revenues, and Massive Capex - Where Is the Return?

10 July 2026 · 12 min

Alex Karp and his criticism of AI companies

Markets and Earnings

Alex Karp Reveals: ‘We’re Paying for Tokens That Create No Value, While They Steal Our Alpha’

6 July 2026 · 12 min