Everyone is waiting for a vague economic event. There is a specific one on the calendar. AI capex stopped being funded by cash flow, the Fed is priced to hike into it, and crypto is flat. Here is what the numbers actually say.
Max Tegmark mapped twelve possible endings for AI in Life 3.0. A recent video walks all twelve. The useful part is that they collapse into three questions, and the scariest one needs no new technology at all.
Skyworks lost six points of its largest customer and 18 percent of its net income. What customer concentration actually costs, and why it never shows up on the revenue line first.
Apple is the greatest product design organization in history, and not because the objects are pretty. Here is the standard that proves it, and the failures that test it.
JPMorgan assumed Take-Two at Overweight with a $310 target and added it to its Analyst Focus List, calling fiscal 2027 guidance conservative into the GTA 6 launch. Here is the math.
John Ternus took over as Apple CEO on September 1, 2026. Here is what he inherits, the four variables that actually move the stock, and three scenarios through 2028.
