Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Q2 2026 shows AI infra surging, but ads keep shrinking.
The Houston Signing Is Just the Entry Fee
Independent US producers are inking PDVSA deals tonight. The upgrader problem, the rig shortage, and a 93-rig gap explain why the real bet starts tomorrow.
HD Beat. The Real Money Is Still Frozen.
A $47.9B quarter confirms Home Depot can win the small-project fight. The big-ticket remodel remains hostage to a housing market that hasn’t moved since 2022.
The Feedback Loop Bonds Cannot Escape
BofA’s Hartnett says the debt-service spiral is the real threat, not the round number.
The Pause Is Not the Deal
Three days, $880 billion in bilateral trade, and a 96-year-old legal weapon nobody has ever fired. Here is what the Canada tariff pause actually means.
Nvidia Is No Longer Just a Chip Company
The $105B Ohio guarantee makes Nvidia landlord, banker, and arms dealer of AI.
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
Meta Faces a Trial Bigger Than the Number
A $1.4 trillion headline distracts. The injunction could break Meta’s model.
The Boring Companies Winning the AI Race
GEV, VRT, ETN, and DELL booked the numbers this earnings season. The market is still looking at the wrong layer.
PATH Is Up From Its Lows. September 3 Is the Only Number Left.
UiPath’s agentic pivot is moving from pilot to production. The Q2 report will say whether the market is ahead of the fundamentals or behind them.