The Latte
Written by
George Babis
Connect
Aug 9, 2026
•
6 min read
The worst jobs report in three years just gave Wall Street exactly what it wanted.
Aug 8, 2026
3 min read
Aug 5, 2026
7 min read
Record earnings, expanding capacity and a multi-year supply shortage make AXT one of the most overlooked AI infrastructure plays.
Aug 4, 2026
Aug 3, 2026
Aug 2, 2026
This earnings season drew a clear line between AI earners and AI spenders.
Aug 1, 2026
Jul 31, 2026
2 min read