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Super Brief: 172,000 Jobs, $1 Trillion Gone — Super Brief
172,000 Jobs, $1 Trillion Gone. The US economy added 172,000 jobs in May against a consensus of 85,000, with upward revisions adding 93,000 to the pr…
2 weeks, 4 days ago
Brief: Dow Record, AI Reckoning
The Dow surged 875 points to a record close while the Nasdaq fell, its largest divergence in months, as healthcare and financials absorbed the capita…
2 weeks, 5 days ago
Brief: $10.8 Billion Wasn't Enough
Broadcom reported $10.8 billion in AI semiconductor revenue and guided next quarter to $16 billion, but the stock fell 3% alongside CrowdStrike's 9% …
2 weeks, 6 days ago
Super Brief: $10.8 Billion Wasn't Enough — Super Brief
$10.8 Billion Wasn't Enough. Broadcom reported record AI semiconductor revenue of $10.8 billion, guided next quarter to $16 billion at 200% year-over…
2 weeks, 6 days ago
Brief: Huang's Crown, Bitcoin's Crash
Nvidia CEO Jensen Huang called Marvell Technology "the next trillion-dollar company," sending the stock up 33% in its largest single-day gain ever. B…
3 weeks ago
Brief: Seven Percent and a Dead Phone Line
Iran suspended all negotiations with the US and vowed to completely block the Strait of Hormuz, sending Brent crude surging 7% to $96 on the sharpest…
3 weeks, 1 day ago
Super Brief: $100 Oil and a Dead Phone Line — Super Brief
$100 Oil and a Dead Phone Line. Iran suspended all negotiations with the United States and resolved to close both the Strait of Hormuz and Bab al-Man…
3 weeks, 1 day ago
Brief: Dell's $60 Billion Question
Dell reported AI server revenue of $16.1 billion in a single quarter, up 757% year-over-year, and raised its full-year forecast to $60 billion. ISM M…
3 weeks, 2 days ago
Super Brief: Dell's $60 Billion Question — Super Brief
Dell's $60 Billion Question. Dell shipped $16.1 billion in AI servers last quarter, up 757% year-over-year. AI now constitutes 37% of total company r…
3 weeks, 2 days ago
Brief: Dark Output, Record Margins
Corporate profit margins broke a 50-year ceiling to reach 20.6% while consumer sentiment sits at record lows and food insecurity is rising. The Iran …
3 weeks, 3 days ago