Jackson Hole Opens Under Clouds of Uncertainty
The world’s eyes are once again on the mountains of Wyoming as the Jackson Hole Economic Policy Symposium opens its doors for the 48th time.…
When the Fed Cuts Rates at Market Highs: Lessons From History
When the Federal Reserve lowers interest rates while the stock market sits at record highs, investors face a paradox. Rate cuts are usually a response…
The Era of Perpetual Undersupply: Why AI Infrastructure Is Entering a Supercycle
When OpenAI CFO Sarah Friar admitted that the company is “constantly under compute,” even after logging its first $1 billion revenue month in July, it…
The Insatiable Appetite for AI Infrastructure
The story of OpenAI crossing the $1 billion revenue mark in a single month is remarkable on its own, but it tells only half the…
AMD’s Zen 7 Leaks Could Signal a Bigger Win Than the Market Thinks
AMD shares slipped slightly this week after fresh leaks hinted at details surrounding the company’s upcoming Zen 7 processors. At first glance, the cautious response…
Palantir’s AI Momentum Meets Short-Seller Reality Check
Palantir Technologies (PLTR) has been one of the hottest names in the AI rally of 2025, riding a wave of enthusiasm that pushed the stock…
Fed Minutes Land Today: Why Investors Are on Edge
The Federal Reserve is set to release the minutes from its July 29–30 FOMC meeting today at 2:00 p.m. Eastern time. These documents are always…
AI, Semiconductors, and the Stock Market: Bubble Risk or Productivity Breakthrough?
The stock market right now is living in two worlds. On one side, AI-driven sectors—anchored by semiconductors—are surging, pulling in massive flows of capital and…
AI Economy vs. Brick-and-Mortar Economy: Boom, Bubble, or Breakthrough?
The current divergence between the AI-driven economy and the traditional brick-and-mortar economy raises a question that is haunting investors: are we witnessing the dawn of…
The Market’s Harsh Verdict on Software: Be Truly AI-First or Be Left Behind
A shift is underway in investor psychology that is upending the software sector. The stock market is increasingly drawing a hard distinction between companies built…
Trump, Leave the Semiconductor Industry Alone
Donald Trump’s growing obsession with using tariffs, penalties, and headline-grabbing deals to control the semiconductor industry is not industrial policy—it is economic sabotage wrapped in…
Why Letting Intel Die May Be the Best Outcome for Technology and Markets
For decades, Intel stood as the undisputed giant of microprocessors, its “Intel Inside” label etched into the memory of every consumer who owned a PC.…
The 15% Humiliation Tax: Why Trump’s AI Chip Deal Struck a Nerve in Beijing
When Donald Trump greenlit the sale of downgraded U.S. AI chips to China in exchange for a 15 percent revenue share, it was pitched domestically…
AI’s Quiet Coup: Why the Old Web Economy Is Collapsing
The online discovery economy, once dominated by SEO, premium domains, and website clickthrough optimization, is entering terminal decline. For over two decades, the formula was…
July PPI Rebound: What It Means for Stocks and Interest Rate Cuts
The July Producer Price Index is poised to show a modest but notable rebound in wholesale inflation, with economists expecting a 0.2 percent month-on-month gain…
Floodgates Open: Why the Market’s Next Leg Higher May Be Relentless
With trade tariffs largely defined and already priced into equities, the market finds itself in a rare position where a major source of uncertainty has…
Leveraged ETFs Put Circle in the Spotlight as Stablecoin Regulation Sparks Investor Frenzy
Circle Internet Group’s post-IPO rally has now inspired not one, but two new leveraged ETFs aimed at traders eager to ride the momentum of one…
CPI Day Could Define Nasdaq’s Next Move: History Points to a Slight Bullish Edge
As traders count down to Tuesday morning’s CPI release, the July 2025 inflation report is shaping up to be a pivotal market event. The Bureau…
The Secret 15% Chip Revenue Deal: Why Nvidia, AMD, and Washington Stayed Silent — and Why Congress May Now Step In
The revelation that Nvidia and AMD agreed to surrender 15% of their Chinese semiconductor sales revenues to the U.S. government in exchange for export licenses…
The 15% Chip Revenue Surrender: National Security, Profit, and the Making of a Political Scandal
The weekend disclosure that Nvidia and AMD have agreed to surrender 15% of their Chinese semiconductor sales revenues to the U.S. government in exchange for…
Backdoor Narratives as Negotiation Levers: A Strategic Assessment of Chinese State Media Targeting Nvidia
Framing the “backdoor in Nvidia chips” storyline through an intelligence lens suggests an instrumented narrative rather than a purely technical allegation. The core purpose is…
Semiconductor Shares Set for a Vengeful Rebound as Trump’s Tariff Bluster Nears Its Expiration Date
In the coming days, markets are likely to witness the end of yet another chaotic detour on the semiconductor highway—this time paved by President Donald…
Trump’s Phantom Victories: Tariff Diplomacy Built on Vanishing Deals
Trump’s signature style of economic diplomacy in his second term has been aggressive, performative, and relentlessly transactional—yet ultimately hollow. He brandishes tariffs like a bludgeon,…
How AI Spending Is Already Delivering Real Productivity Gains in the U.S. Economy
The United States is leading the global AI race not just in innovation but in economic payoff. Evidence is rapidly mounting that artificial intelligence is…