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Recent Posts

  • Pixxel Raises $100M Series C as Hyperspectral Imagery Moves Closer to the Collection Stack
  • Why European Governments Are Dropping Palantir, and Which Companies Want the Contracts
  • Qatari and Turkish Funding of European Islamist Networks: An Open-Source Assessment of the Protest Link
  • RT’s Mirror Domains Outlasted the EU Ban: How OSINT Researchers Map the Network
  • Room 3603: British Intelligence Ran Its Largest Wartime Station Out of Rockefeller Center
  • Intel’s $20 Billion Upsize and Cloudflare’s Zero-Coupon Converts Say the AI Boom Is Strengthening
  • CoreWeave’s $2.6B Loan, Point2’s $136M Series B and MaxLinear’s Rack Control Plane: The Capital and the Bottleneck Are in Different Layers
  • The AI Buildout Shifts to Debt and Household Bills
  • The AI trade is entering a new phase
  • Syria Takes Back Hmeimim and Tartus as Russia’s Bases Become Joint Training Centres

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Schwab’s August STAX Falls to 57.50 as Retail Sells Software and Buys Chips Off the July Low
Broadcom Q3 FY26: The Q4 Guide Implies a 55% Incremental Operating Margin Against 67.9% Delivered
Tempus AI (TEM) Clears FDA for ECG-PH: A Third Cardiology Device Its Own CFO Says Generates No Revenue
Nasdaq Falls 1.2% as Oil Tops $85 and the 30-Year Hits 5.32%: Only One Input Is Actually New
Marvell (MRVL) Catalyst Calendar Into Year-End: The $126-to-$400 Target Spread Resolves on October 6, Not August 27
Lattice Semiconductor Q2 2026: A 69.5% Gross Margin Guide Undercuts the AMI Accretion Story
Apple and Amazon Earnings: The $20 Billion Memory Line That Explains Both Stocks
ServiceNow (NOW) Q2 2026: The 98% Renewal Rate Matters More Than the $1 Billion AI ACV
Arm, Qualcomm and UMC Report the Same Day at Three Different Layers of the Stack
Bloom Energy (BE) Q2 2026: Warranty Accruals Hit 4.2% of Product Revenue, Seven Times Last Year’s Rate
How Authoritarian States Captured UN Machinery Under Guterres, and Why the Secretary-General Is Always Chosen Weak
Qatar and Turkey Funded the Infrastructure Behind Europe’s Palestine Protests
Who’s Going to Tell Trump That Kim Jong Un’s “Respectful” Country Starves Its Own Citizens
Ukraine Picked the Right Target in Wildberries, and the Kremlin’s Reaction Proves It
Trump, Iran, and the Mars Attacks Problem: Five Months of Cancelled Strikes
Ceuta Border Surge Strips Sánchez of His Last Lever and Revives Spain’s Enclave Problem
Trip.com’s $765 Million Apology: What the SAMR Penalty Tells Foreign Companies About Doing Business in China
Trump’s Section 301 Probe of the EU Tech Fines Is Right, and It Pains Me to Write That
Trump’s Saudi Nuclear Deal Trades Nonproliferation for a Photo Op
France’s Social Media Ban Shows Why Europe Keeps Losing the Tech Race
Spain Is Changing — And Pedro Sánchez Should Be Held Accountable
Czech Politics Before the October 2026 Elections: Babiš, President Pavel, and the Ammunition Initiative
Disney's Billion-Dollar OpenAI Deal Raises the Question of Who Gets Locked Out
The New York Times Case Against OpenAI Forced Disclosure of 20 Million ChatGPT Conversations
Iran's Draft Hormuz Transit Plan Bans US and Israeli Ships, Sending Brent Back Above $82
Trump's 20% Hormuz Toll Is Fifteen Times the Iranian Fee He Went to War to Stop
Trump's Real Target With Erdogan Is the Hormuz Bypass, Not the F-35
Mamdani's Slate Is Capturing Congress Through Primaries Almost No One Votes In
Starmer Falls, Burnham Rises, and Britain Changes Prime Minister Without an Election
Hormuz Reopens and Equities Rotate: Energy Sells Off, Tech Leads, North Asia Soars

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Anthropic Walks Away From $6 Billion Decart Acquisition: The Deal Was About Inference Cost, Not World Models
VR Status Report 2026: Quest Sales Keep Falling While Smart Glasses Take the Money
The Case That the US Can Grow Out of $40 Trillion in Debt: Three Conditions the Clinton Surpluses Actually Met
The $40 Trillion Debt: Why AI Capex Raises Treasury Borrowing Costs Faster Than It Raises the Tax Base
Rockefeller Center Has Been a Credit Instrument for Forty Years: From the 1985 REIT to the $3.5 Billion 2024 CMBS
Who Insures the AI Buildout? $30 Billion Campuses Meet a $3.5 Billion Ceiling
Retail Earnings Week: The 1.65% Real Sales Number Behind the 5% Headline
SanDisk and Marvell Top Our Hot Stocks List: Two-Thirds of FY2028 NAND Bits Are Already Contracted
US Market Cap at $74 Trillion: Why the Market Has Room to Grow Without Repricing
Buffett Indicator at 230%: Why the Labor Share Makes Market Cap to GDP Unreadable
The Economist Is Right About a Million AI Jobs. It’s a Construction Boom, Not a Tech Boom.
AI Slop Earns Higher CPMs Than Clean Inventory: Why the Ad Market Cannot Fix the Web It Funds
Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
China’s U.S. Treasury Holdings: The Great Repositioning (2021–2025)
Infographic: Why the 2025 CIPA Data Proves the APS-C Renaissance is Real
How WiFi Changed Media
OpenAI Agents Beat a GET-Only Sandbox Using a 25-Year-Old Wiki and a Fake Azure Hostname
Billington CyberSecurity Summit 2026: AI-Enabled Threats Take Center Stage in Washington, Sept. 8-10
Cybersecurity Stocks Rally: The 122-Point Spread Between Fortinet and Zscaler Says This Is Not a Sector Trade
CrowdStrike Fal.Con 2026: 150+ Sponsors and 10,000 Attendees at Mandalay Bay, August 31 – September 3
Datavault AI Will Pay $94.5 Million in Cash for CyberCatch, a Company With Roughly $230,000 in Annual Revenue
Oligo Security Raises $60 Million as Runtime Vendors Turn Post-Mythos Into a Market Category
ISACA Europe Conference 2026: AI Governance and Cyber Resilience in Munich, 7-9 October
Bitdefender Adds EU-Only MDR to Its Sovereign Acceleration Program, Turning Data Sovereignty Into a Product SKU
Lattice Semiconductor Closes $1.65 Billion AMI Acquisition, Merging Server Firmware With Root-of-Trust Silicon
NVD Hits 45,207 Flaws in 2026 as Microsoft Prices AI Vulnerability Discovery at Half the Market

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