Skip to content Public markets, IPOs, macro signals, rates, earnings, and asset pricing.
The Thesis: Palantir sits at the intersection of two secular megatrends: AI adoption and defense spending modernization.
Palantir Technologies (PLTR): The Defense-AI Convergence Play Read More »
Anthropic’s confidential S-1 filing positions it as the most significant AI IPO since the generative AI boom began.
Anthropic: The Trillion-Dollar Question Read More »
On July 2, the Dow Jones Industrial Average surged 1.1% (nearly 600 points) to close at a record high, while the S&P 500 finished near unchanged and the Nasdaq declined 0.8%.
Dow Hits Record High; Tech Rotation Continues Read More »
The Federal Open Market Committee voted 12-0 on June 17 to maintain the federal funds rate at 3.50%-3.75%, citing “elevated uncertainty” partly attributable to Middle East conflict.
Federal Reserve Holds Rates at 3.50%-3.75%; July Meeting Ahead Read More »
Joby Aviation remains a speculative aviation company, but its partnerships, regulatory pathway, and market opportunity keep it on high-upside watchlists.
Joby Aviation Shows the Risk-Reward Debate Around eVTOL Read More »
Anduril’s latest valuation and likely 2027 IPO timeline show how defense technology has become one of the most watched private-market sectors.
Anduril’s $61 Billion Valuation Keeps Defense Tech in Focus Read More »
SpaceX’s record public offering gives investors a new test case for whether 2026 can support more large technology IPOs.
SpaceX IPO Reopens the Debate Around Mega-Tech Listings Read More »
The S&P 500 moved lower as technology weakness persisted, leaving investors focused on earnings, margins, and the path of interest rates.
S&P 500 Slips as Tech Weakness Becomes the Market Question Read More »
Optimized by Seraphinite Accelerator