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Jun 3, 2026
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4 min read
Alphabet announced the largest equity raise in capital markets history to fund AI compute. Berkshire backed it with a $10 billion private placement. Chipmakers posted their best session in months while Bitcoin ETFs bled for an eleventh straight day. Broadcom reports after the close.
Jun 2, 2026
6 min read
Institutional tools, refinement, and analysis for traders who refuse to stay reactive. Transcripts, filings, insider clusters, and options flow, distilled into a single weekly signal map.This is what it looks like to treat your portfolio like a responsibility, not a hobby.
5 min read
Alphabet announced an $80 billion equity raise. JOLTS blew past estimates. The Fed's Hammack said hikes may be coming. Records and tightening data landed on the same day.
Hewlett Packard Enterprise beat revenue estimates by nearly a billion dollars and doubled its earnings. The stock jumped almost 30% after hours. By the time it happened, futures were already sliding on reports that Iran suspended peace talks.
Jun 1, 2026
Iran suspended talks and fired missiles at US forces in Kuwait. WTI jumped 7%. Nvidia unveiled a PC chip that crushed Intel and Qualcomm. Software turned positive for the year.
Dell posted its best day ever on AI server demand nobody modeled. SoftBank followed with a record infrastructure bet in France. The question this week isn't whether the AI trade is real. It's whether the Iran deal and Friday's payrolls can keep up.
