Deflation in AI computing shows no signs of stopping: DeepSeek announces V4 for mid-July with a peak-time pricing grid—a structural signal for specialized cloud margins.
Jun 30, 2026 at 10:07 10 11
The Nasdaq-100 lost over 3% in a single session, dragged down by Nvidia, AMD, and Micron. The global tech correction is taking hold: repricing mechanisms, rotation toward value, and positioning for what's next.
Jun 24, 2026 at 18:35 9 8
Goldman Sachs revises its Fed scenario upwards following Kevin Warsh's first public signals: reaffirmed independence, key interest rates remaining high beyond 2026, and acknowledged dissent with the White House. Markets urgently reprice a later pivot-and Goldman adjusts its models accordingly.
Jun 24, 2026 at 10:00 10 8
Nasdaq-100 -8.4% since the June 16 peak, Nvidia -12%, AMD -9%, Micron -11% over the week. This is not an ordinary technical correction: it's the brutal repricing of long-duration assets under the effect of Warsh rates, amplified by disappointment over the short-term ROI of AI capex.
Jun 24, 2026 at 10:00 11 6
Six days after his first FOMC meeting, Kevin Warsh is making his monetary mark-and Goldman Sachs is beginning to quantify the consequences for the interest rate trajectory.
Jun 23, 2026 at 21:45 6 4
DeepSeek announces V4 for mid-July with peak-hour differentiated pricing - a business model revealing intensifying GPU capacity constraints.
Jul 1, 2026 at 09:39 9 8
The Ethereum Foundation cuts 54 positions (~20% of its workforce) in a reorganization it describes as a strategic streamlining. Lars Eriksson analyzes what this decision reveals about Ethereum's new governance dynamics and its implications for ETH as an asset.
Jun 25, 2026 at 09:44 9 8
