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

Apr 27, 2026

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17 min read

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.

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Anthropic

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

Apr 21, 2026

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16 min read

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.

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Anthropic

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

Apr 15, 2026

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17 min read

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.

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

Apr 14, 2026

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1 min read

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.

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