The Latte
Written by
George Babis
Connect
Nov 11, 2026
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6 min read
A record quarter answered the doubters, and the new AI models behind it are only partly rolled out
Nov 8, 2026
9 min read
A Democratic sweep and a 12.2% one-day chip crash pushed the Nasdaq into a correction, while 165,000 new jobs lifted December hike odds to 77%.
Nov 4, 2026
AXT's backlog jumped to over $500 million in one quarter, yet the stock is down about 66% from its May peak
Nov 1, 2026
Alphabet's worst day on record, Amazon's $42.4 billion cash outflow and Intel's 28.6% plunge handed the Nasdaq a third straight weekly loss.
Oct 28, 2026
7 min read
Kraken just tripled its scale with the Covelya deal, yet the stock is down about 60% from its March high
Oct 25, 2026
Meta's first cash burn in over a decade, a 6.7% chip rout and $116 Brent left the S&P 500 down for a second week.
Oct 21, 2026
Vicor lost nearly 40% in under three weeks in the AI infrastructure selloff, then reported its biggest quarter yet
Oct 18, 2026
CoreWeave debt near 15% and a hot CPI print handed the Nasdaq its worst week since June, while the Dow still finished higher.
Oct 14, 2026
Navan is winning enterprise customers, automating travel with AI agents, and trading at a valuation that could leave room for further upside.
