NVDA

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.

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

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.