Markets and Earnings
Major Tom and the SpaceX report
Starlink makes the profit. xAI carries the valuation. The shares closed at $171.92. In January 1969 David Bowie wrote a song about an astro…
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Markets and Earnings / Macro, Fed and Rates
Hot Inflation and Expensive AI Infrastructure Debt
Markets and Earnings / Macro, Fed and Rates
Banks Report, Inflation Decides: What JPMorgan, Goldman and the Others Showed Ahead of CPI
Markets and Earnings
Micron reported $54 billion in memory revenue. Amazon is looking for a buyer for chips it already uses.
From the archive
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Evergreen pieces that stay useful long after the publication date.
Markets and Earnings
When the Keystones Begin to Creak
Analysis of revenues, expenses, CapEx, free cash flow, risks, and the geopolitical context following the Alphabet and Tesla earnings reports released on July 2…
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
Leopold Aschenbrenner and the Collapse of Situational Awareness: How a Young AI Prodigy Lost Billions and Was Rescued by Citadel (The Lesson of Icarus)
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