The Rundown

Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal

Why You Should Take More Risks in Your 20s (ft. Jack Raines)

Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play

Broadcom Falls Despite AI Growth, Google Escapes a Breakup

Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro

Amazon Sued Over Ad Prices, Shein's IPO Falls Flat

Tim Cook’s 15-Year Run as Apple CEO Comes to an End, Oil Spikes After U.S. and Iran Exchange Strikes

SpaceX’s Real Crown Jewel Isn’t Starlink or AI (ft. Julie Zhu)

SpaceX’s complex business model relies on its launch capabilities as the fundamental "crown jewel," providing a strategic moat for its broader ambitions in connectivity and artificial intelligence. While Starlink generates significant hype, its long-term growth faces physical constraints regarding household density and...

Nvidia Adds $442B in Market Cap, Meta Weaponizes Its $18B Settlement Against TikTok

Nvidia’s Blockbuster Earnings Sends Stock Soaring, Salesforce Silences Software Bears

OpenAI Builds Its Own AI Chip, Wall Street Braces for Nvidia Earnings

Bond Market Chaos Sends Bitcoin Soaring, Apple Unveils New Generation of Macs

U.S. Tariff Deal with Canada Collapses, Nvidia Warns Price Hikes are Coming

CoreWeave Co-Founder on Sold-Out Compute and What the Market Gets Wrong about GPUs

CoreWeave maintains its position as a major AI cloud provider by leveraging a sophisticated financing model that utilizes collateralized GPU debt backed by multi-year take-or-pay contracts. This strategy mitigates financial risk while allowing the company to scale infrastructure rapidly despite intense competition from...

Deep Dive: Is the Era of Cheap Money Over?

Unitree Surges 460% In Wild IPO Debut, Anthropic Looks to One-Up SpaceX

Bessent Steps In with Rare Bond Buyback, Walmart Sinks On Weak Sales Growth

Moderna Soars on Cancer Vaccine Breakthrough, Target’s Turnaround Gains Steam

Tesla Targets Cybercab Launch in August, Google Buys Spirit Airlines’ Data

Apple Warned Not to Buy Chinese Chips, Meta Faces $1.4 Trillion Trial