Kuiper’s 50-Sat Salvo Triggers ASTS-LORL Bloodbath—Is LEO Bandwidth Already Oversold?
Amazon’s Overnight Launch Resets the Orbital Chessboard When Amazon’s Kuiper unit fired 50 satellites into a 590-kilometer shell last Tuesday,…
Amazon’s Overnight Launch Resets the Orbital Chessboard When Amazon’s Kuiper unit fired 50 satellites into a 590-kilometer shell last Tuesday,…
From Pipeline to Price Action Recursion Pharmaceuticals ended Friday’s session at $14.82, up 38% since 3 May while Exscientia ADRs…
The Quiet Divorce Between Tech and Crypto On the surface, Monday’s tape looked like another sleepy summer session: the Nasdaq-100…
The 88 Print That Lit the Options Fuse Wednesday’s 4:01 p.m. ET closing print showed NVIDIA’s five-day RSI at 88.4,…
The Math No One Wanted to Tweet Business-development companies were never meant to be viral. They borrow short, lend long,…
The Hard Numbers First Spot carbonate in China closed last week at $12 300 per ton, down 68 % from…
Flow Concentration Signals a Regime Shift, Not a Rotation EPFR data show that 42 cents of every new dollar that…
Cap-Ex Skew Is Now a Systematic Exposure The 2025 capital-expenditure ledger of the S&P 500 shows an extreme tilt: the…
The Number That Didn’t Scream Headline CPI printed 2.4 % Tuesday, a whisker below the whisper 2.5 %. Futures barely…
The Capex Ledger No One Sings About Between January 2023 and March 2025 the five largest U.S. cloud providers spent…