Six straight quarters of U.S. sales declines, a halved dividend, withdrawn guidance, and a new CEO who told Wall Street…
Nvidia Just Turned GPUs Into Collateral
A $500 billion financing consortium reframes AI compute as infrastructure debt. The real debate is whether chips can hold their…
SMCI’s Margin Flip Looks Real. Cash Is the Trap.
Gross margin doubled overnight. The $60B backlog is not revenue. And the balance sheet funding this order book is already…
Gulf Capital Is Going East. Two Deals Explain Why.
Ooredoo just committed $800M to Indonesia and Mubadala is weighing $6.3B in Japan. The Asia pivot is no longer a…
CRWV Reports Tonight. 15% Move Priced In.
August 11, 2026 CoreWeave Reports Tonight Five post-earnings selloffs. Tonight is the test. Sponsored First a note from The Oxford…
Washington Owns 30 Tech Stakes. Nobody Can Find the Ledger.
The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has no public address.
Chevron Is No Longer Just an Oil Company
Project Kilby, a 20-year Microsoft deal, and agentic robots on the Permian floor are rewriting what CVX actually is.
TEAM’s 13% Guide Is a Head Fake
August 10, 2026 TEAM’s 13% Guide Is a Head Fake Sponsored First a note from The Oxford Club Dear Reader,…
FIGS Surged 27% in One Week. Now the Math Starts.
A one-time $20.5M tariff refund and a Jordan WRO complicate margins.
Toast Is Down 47% From Its High. The Google Deal Changes the Math.
A record 9,500 locations added, ARR at $2.4 billion, and an agentic ordering protocol co-built with Google. The stock still…