Big Tech delivers—but oil, the Fed, and OpenAI complicate the narrative
Optical expansion and AI demand are reshaping the investment case
Intel’s breakout reshapes the AI trade as markets hit new highs
A $250M company powering AI beyond the data center could be entering its most important phase yet
The S&P 500 breaks 7,000 for the first time as the Strait reopens, oil crashes, and earnings season delivers.
The market reset sentiment — not the moat
A fragile ceasefire lifts markets as inflation and conflict linger
A unified system replacing legacy infrastructure one workflow at a time
Stocks snap a five-week losing streak—but inflation and geopolitics still loom
Opportunity reset
Ceasefire signals spark rallies — but uncertainty keeps pressure on equities.
Industrializing space at scale
