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HomeTag: Brent Thill

Tag: Brent Thill

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Palantir Q2 2026 Earnings: Why PLTR Surged 29.5%

Palantir Q2 2026 Earnings: Why PLTR Surged 29.5%

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Kevin Warsh’s First Big Fed Test: Why a 9-3 Rate Hold Sent Long-Term Yields Surging

Kevin Warsh’s First Big Fed Test: Why a 9-3 Rate Hold Sent Long-Term Yields Surging

Fed Holds Rates as Oil Surges and AI Chip Stocks Crack: Inside July 29’s Market Shock

Fed Holds Rates as Oil Surges and AI Chip Stocks Crack: Inside July 29’s Market Shock

AI Capex Boom: OpenAI and Anthropic Concentration Risk

AI Capex Boom: OpenAI and Anthropic Concentration Risk

A July 2026 Fed Rate Hike Is Suddenly Live — Just as Markets Stop Rewarding Big Tech’s Good News

A July 2026 Fed Rate Hike Is Suddenly Live — Just as Markets Stop Rewarding Big Tech’s Good News

CLARITY Act Stalls as SEC and CFTC Press Ahead

CLARITY Act Stalls as SEC and CFTC Press Ahead

Fanatics Prediction Market Deal With BGC: Why Owning the Exchange Changes the Bet

Fanatics Prediction Market Deal With BGC: Why Owning the Exchange Changes the Bet

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AI Investment Bubble: Big Tech, Trump and Wall Street

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Microsoft, Meta and the AI Earnings Divide: What Six Major Reports Reveal About Capex, Cash Flow and Market Expectations

Microsoft, Meta and the AI Earnings Divide: What Six Major Reports Reveal About Capex, Cash Flow and Market Expectations

Ed Yardeni’s S&P 500 Forecast and the Earnings Test

Ed Yardeni’s S&P 500 Forecast and the Earnings Test

August Stock Market Rally: Why Oil and Yields Mattered

August Stock Market Rally: Why Oil and Yields Mattered

SpaceX Earnings Beat as AI Spending Reaches .4 Billion

SpaceX Earnings Beat as AI Spending Reaches $18.4 Billion

Microsoft Azure Growth Hits 43% as AI Demand Starts to Answer the CapEx Question

Microsoft Azure Growth Hits 43% as AI Demand Starts to Answer the CapEx Question

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