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Super Brief: OPEC Cracks. The Portfolio Cracks Next. — Super Brief
OPEC Cracks. The Portfolio Cracks Next.. The UAE exited OPEC after 57 years, effective May 1. The timing is surgical: the Gulf energy crisis made sta…
1 month, 3 weeks ago
Brief: OpenAI Rewrites the Rules. Five Earnings Rewrite the Market.
Microsoft and OpenAI restructured the most important deal in AI, removing the AGI clause and letting OpenAI go multi-cloud. Iran offered to reopen Ho…
1 month, 4 weeks ago
Super Brief: OpenAI Rewrites the Rules. Five Earnings Rewrite the Market. — Super Brief
OpenAI Rewrites the Rules. Five Earnings Rewrite the Market.. The most unusual clause in corporate history is gone. OpenAI's AGI determination, which…
1 month, 4 weeks ago
Brief: The Week Everything Reports
Five of the Magnificent Seven report earnings this week alongside five central bank decisions, the first Q1 GDP read, and Powell's likely final FOMC …
1 month, 4 weeks ago
Super Brief: The Week Everything Reports — Super Brief
The Week Everything Reports. Day 58 of the Hormuz blockade. S&P at an all-time high. Brent at $105. The market is pricing the atoms: oil exists, ship…
1 month, 4 weeks ago
Brief: The Phone Call That Nobody's Making
Trump pulled his envoys from Pakistan hours after Iran's foreign minister left Islamabad. The S&P and Nasdaq closed at records on Intel's best quarte…
1 month, 4 weeks ago
Super Brief: The Phone Call That Nobody's Making — Super Brief
The Phone Call That Nobody's Making. Intel surging 23% on earnings is a market event. The reason it surged is a geopolitical one. TSMC manufactures o…
1 month, 4 weeks ago
Brief: The Machines That Fire Their Makers
Meta announced 8,000 layoffs and Microsoft offered voluntary buyouts to thousands on the same day both disclosed record AI infrastructure spending. D…
2 months ago
Super Brief: The Machines That Fire Their Makers — Super Brief
The Machines That Fire Their Makers. Meta cut 8,000 jobs. Microsoft offered buyouts to thousands. Amazon already announced its most widespread layoff…
2 months ago
Brief: Software Learned It's Mortal
Software stocks cratered on IBM and ServiceNow earnings as the market repriced the entire SaaS layer for an AI world. Intel posted a blowout quarter …
2 months ago