China Blocked a Completed Deal and Detained the Founders. The AI Cold War Just Escalated.

Plus: Sanders and AOC push an AI data center moratorium while hosting CCP-linked scientists on Capitol Hill, the Mag 7 earnings gauntlet starts tomorrow, Qualcomm's OpenAI phone deal expands the edge AI thesis, and why the US-China AI split is bullish for domestic infrastructure.

The AI Report Card Arrives Wednesday. $645 Billion in Capex Needs to Show Receipts.

Plus: Microsoft just ended its exclusive OpenAI partnership, Qualcomm rips 13% on an OpenAI smartphone chip deal, Goldman raises Brent to $90, Iran offers to reopen Hormuz, and the Fed meets Wednesday under Powell one last time.

Google Drops $40 Billion on Anthropic. ARM Up 87% YTD. The Family Called Both.

Plus: Intel blowout Q1 sends SOX to 10,000 for the first time, the Warsh confirmation path just cleared, and why the family's physical AI infrastructure thesis is printing receipts in real time.

ServiceNow Just Dropped 17%. The SaaSpocalypse Is Real. Here's What the Family Owns Instead.

Plus: why the family only owns software with a data moat or a customer moat, the difference between PLTR and NOW, and the three names that survive the SaaSpocalypse.

The Next Fed Chair Ran Money for Stanley Druckenmiller. Here's Why That Matters.

Plus: Warsh's $100M+ Druckenmiller fund, his Palantir and crypto holdings, why his AI productivity thesis could unlock rate cuts, and what this means for every ticker the family owns.

The Iran Ceasefire Expires Wednesday. Here's How the Family Plays Both Sides.

Plus: the US Navy just seized an Iranian cargo ship, oil spiked to $95, Tesla earnings Wednesday, Adobe launches an AI suite to fight Anthropic, and the S&P's best week since November is under threat.

Aevex IPOs Today. Anduril Is Worth $60 Billion. The Defense Tech Boom Is Real.

Anduril's $20B Army deal, Palantir's $10B enterprise contract, Ondas' 820% revenue jump, and why the family owns the defense tech names the old guard is sleeping on.

Ozempic Was Just the Opening Act. Peptides Are the Show.

Plus TSMC rips on 58% profit jump and $52B capex guide, Microsoft surges on Azure AI breakthrough, quantum computing has its best week in years, and yesterday's S&P 7,000 milestone was not the top.

Amazon Just Bought Starlink a Competitor. Apple Picked a Side.

Plus: the spectrum the world's billionaires are quietly fighting over, the four space stocks the family is watching, and the AI cancer thesis from yesterday already cooking.

An AI Discovered a Cancer Drug Last Week. Wall Street Missed It

Plus: yesterday's "markets want to go higher" thesis is cooking in real time. S&P through 6,933, VIX collapsing, and the bears are finally covering.

$BTC at $71K, Oil Hits $100 & Trump's AI Dream Team — Your Morning Brief

Markets Want to Go Higher. Here's How We Know.

The S&P 500 absorbed the worst news cycle in years without breaking. History says what happens next: an average 31% return over the following 12 months.

CRWD Down 7%. PANW Down 9%. The Market Has This Backwards.

The forgotten Navy Admiral inside every NVIDIA chip, and why $ARM is the AI royalty trade nobody's making.

The Ceasefire Euphoria Lasted Exactly 24 Hours.

Oil back above $100. Iran says Israel violated the truce. And Ray Dalio just published the most important macro piece of the year.

Anthropic Built an AI Too Dangerous to Release. Then Gave It to 12 Companies.

Project Glasswing just changed who wins the cybersecurity war. Plus: ceasefire rally sends Dow up 1,093 points.

Intel Just Became Elon's Chip Factory

$25B Terafab, a broken 200 DMA, and the stagflation trap nobody's talking about.

The $400 Million Machine Nobody Is Talking About

ASML's 100% monopoly on AI's most critical bottleneck — and why $AEHR is up 16% this morning.

The CEO Who Called a Trillion-Dollar Marketplace. Nobody Listened.

$UBER at 15x earnings. $107 analyst target. Stock at $71. The robotaxi thesis Wall Street is sleeping on.

The Market Threw a Tantrum. Then It Remembered.

Trump said all the wrong things last night and the market sold off hard. Then it bounced. Here's what that tells you. · Thursday, April 2, 2026

The Rally Is Holding. One Stock Is Not.

Markets follow through on Iran exit hopes — while Nike craters 14% and tells you everything about the American consumer · Wednesday, April 1, 2026

Tech Is Attempting a Comeback. Here's What You Need to Know Before You Chase It.

VIX down 10%. $MRVL up 8.5%. Nvidia drops $2B into AI's plumbing layer. CoreWeave bouncing 7% after insider-sale selloff. $QQQ up 2%. Oil at $107. The war hasn't ended. But the buying has started — for now.

The World Just Got a Second Oil Chokepoint. The Market Hasn't Priced It In.

Dow in correction. S&P down five straight weeks. And now the Houthis are threatening the Gate of Tears.

Every Generational Wealth Transfer in History Happened During a Panic. We're In One Right Now.

The numbers behind every major crash — and exactly what happened to the people who didn't sell.

The US Is Running Out of Missiles. Oil Is at $109. And the Market Still Thinks This Ends Soon.

Something doesn't add up. Here's what the data is telling us that the headlines aren't.