CoreWeave (CRWV) has signed ~$24 billion in contracts with Microsoft and OpenAI. Yet its stock price is down 15% below its IPO price. The issue: funding a capital-intensive GPU infrastructure in a high-interest-rate environment, with structurally negative free cash flow.
Jun 24, 2026 at 10:00 13 8
The Fed chair considers artificial intelligence decisive for the future of rates. Behind the statement: a central banker securing flexibility in an environment impossible to model.
yesterday 8 9
The U.S. employment report for July 3 presents an end-of-cycle paradox: job creation is slowing, but the unemployment rate is falling—not due to economic strength, but because of a shrinking labor force linked to tighter migration policies. Markets are relieved, but Warsh's Fed doesn't have a free hand.
yesterday 9 13
The AI paradox: the companies building tomorrow's data centers see their stocks decline while their order books overflow.
Jul 2, 2026 at 16:36 9 9
Sam Altman is negotiating a 5% stake for the U.S. government in OpenAI. This is not philanthropy—it's a strategic move that redefines global AI governance.
Jul 2, 2026 at 10:17 8 8
Kevin Warsh advocates for discretion at the Fed. Paradoxically, this stance itself sends a strong hawkish signal to bond markets.
Jul 2, 2026 at 10:17 8 10
Space is no longer a speculative thesis—it's an outperforming asset class. Rocket Lab's acquisition of Iridium propels the entire sector.
Jul 2, 2026 at 10:17 9 9
Singaporean bank UOB tests quantum algorithms to accelerate the valuation of complex derivatives. A weak signal today, a structural transformation tomorrow.
Jul 1, 2026 at 09:39 11 9
The two Korean giants are massively investing in HBM chips for AI - as signs of oversupply accumulate on standard DRAM. Structural bet or cycle error?
Jul 1, 2026 at 09:39 7 8
The Nasdaq posted its best quarter since 2023—while wiping out $2.3 trillion from the Mag7 in June. How to reconcile these two facts, and what do they suggest for what's next?
Jul 1, 2026 at 09:37 8 10
As markets digest the worst monthly close for the Mag7 since 2022, U.S. Q2 2026 growth surprises on the upside. A macro paradox that reinforces the "higher for longer" stance and complicates any Fed pivot scenario before the end of the year.
Jun 30, 2026 at 16:49 8 9
The market is penalizing Microsoft's AI capex spending before monetization is proven—a structural warning for all of Big Tech at the start of H2 2026.
Jun 30, 2026 at 10:08 10 11
