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…
NVDA and NOK: The Gulf Capital Trade
August 9, 2026 NVDA and NOK: The Gulf Capital Trade Two sovereign deals announced in 72 hours just expanded Nvidia’s…
Apple’s iCloud Gap Is Now a Legal Weapon.
OpenAI’s motion to dismiss changes the frame. October 1 is the market event.
NVDA Is Up 10% This Week. August 26 Is the Only Number That Matters.
SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high. Here is what…