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Archive

Aug 27, 2026

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4 min read

Software Buried SaaSpocalypse | Nvidia Reportedly Buying Hugging Face | AI Trade Bill Is Bigger

Salesforce, CrowdStrike, and Okta all surged. Nvidia reportedly agreed to buy Hugging Face for $12.9 billion. The US goods trade deficit hit its widest level in over 30 years. The AI boom is real and it is getting expensive.

Aug 27, 2026

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5 min read

Nobody Is Being Fired | Payrolls Fell Anyway | Warsh Gets Company Friday | Dollar General's Six Figure Shopper

Three members of the Federal Reserve voted for a rate rise last month. Their case rests on a labor market that held. Tomorrow morning the government puts a number on how many jobs that market actually had.

Aug 26, 2026

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5 min read

PCE Held | Meta Paid $18B to Settle | Iran and Oman Struck a Deal

PCE held exactly as expected, and gave the market nothing new to trade. Meta settled the child safety trial for $18 billion. Iran and Oman announced a revenue-sharing deal on Hormuz. WTI fell. Warsh speaks Friday.

Aug 26, 2026

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5 min read

The Profit Line Nobody Trades | Semis Rose On A Yield | Warsh Has No Dots | The Trench Is Already Contracted

The tape will trade this morning's inflation gauge. The release next to it carries the first count of what American companies actually earned in the spring. That quarter ended two months ago and the number has never been published.

Aug 25, 2026

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5 min read

Dick's Had Its Worst Day on Record | Druckenmiller Blasted Bessent | Bitcoin at $80K

Dick's fell. Druckenmiller publicly called his own mentee's bond plan a mistake. Bitcoin briefly crossed $80,000. Nvidia snapped its 7-day losing streak. WTI fell another 3%. The session looked calm on the index but wasn't.

Aug 25, 2026

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5 min read

Chips Fell On A Rumor | Apple May Get Chinese Memory | Xi Arrives Next Month | Samsung Pays, Its Rival Builds

Eleven days ago the Commerce Secretary told Apple directly that it should not buy Chinese memory. Over the weekend, reports said the administration may allow it anyway. A state visit lands next month.

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