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…
Trump Media Killed Its CRO Bet. The Real Story Is What’s Left.
August 8, 2026 Trump Media Killed Its CRO Bet. The Real Story Is What’s Left. A $6.42B CRO plan unraveled…
NET Is Up 16%. The Traffic Number Is the Real Story.
AI agent requests on Cloudflare's network grew 1,700% year-over-year. The monetization rails are just going live.
Rivian’s R2 Is Rolling. Q4 Is the Proof.
August 7, 2026 Rivian’s R2 Is Rolling. Q4 Is the Proof. The vehicle is real and demand is running ahead…