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Latest Issues

Oracle’s debt-fueled transformation

For much of early 2026, Oracle was a stock in purgatory. Shares cratered nearly 60% from their September 2025 highs, weighed down by a bruising combination: a $50 billion AI expansion plan that spooked investors, a revenue miss, and whispe...

8 days ago
2

Stock futures rally on Hormuz Deal

SpaceX closed its first day of public trading up 19%, finishing at $161.11 per share after pricing at $135 — making it the largest IPO in history at $75 billion and pushing the company’s market cap to roughly $2.1 trillion, surpassing Tesla...

15 days ago
2

Broadcom is not the company you think it is

The Philadelphia Semiconductor Index hit a record high on Tuesday, June 2nd. Then, Broadcom released earnings on Wednesday evening and proceeded to fall almost 13% during regular trading hours on Thursday. By Friday’s close, the Semiconduct...

23 days ago
2

The Fed is fighting FOMO

Apollo’s Torsten Slok put a name to what the Fed is actually fighting: FOMO. The largest, most cash-rich companies on the planet are in a capital expenditure arms race that is structurally indifferent to the federal funds rate. This is the...

a month ago

Release v0.2574: On a mission

We are living through a crisis of financial understanding

Not a crisis of too little information and access—we’re drowning in that. We’re experiencing a crisis of noise.

It’s rooted in a lack of trust.

And it’s getting worse.

The fin...

a month ago
1

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    Daily Markets and Business news. Content and visuals that transform stock market data into clarity—powerful insights in three ways: a newsletter, a portfolio dashboard, and grounded A/I chats. PortfolioGoat.com

  • thetoppick1111

    I like football and finance. Check out openfeildbook. Would really appreciate it.

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