Everything moving the Street, before it moves you.

Insights worth your time to attack the investing day👇

Nvidia Wrote a $105 Billion Guarantee on a Cold War Relic

Plus: the $3 trillion hiding in Big Tech's footnotes, and why a billionaire flipped the Lakers in ten months.

Equisights Research

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Aug 18, 2026

Worth reading

Private Equity Went Shopping in the SaaSpocalypse Aisle

Plus: China's robots stick the landing, and memory starts eating the AI trade from the inside.

Equisights Research

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Aug 14, 2026

The Neoclouds Just Won the Argument. Nobody Told the Income Statement.

Plus: Nelson Peltz orders the whole restaurant, and compute gets a futures contract.

Equisights Research

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Aug 13, 2026

The Rocket Company Now Files Like a Data Center

AMD doubled its data center and got marked down anyway, and Caterpillar's backlog grew a fifth leg.

Equisights Research

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Aug 5, 2026

From The Archive

Jul 30, 2026

A Fed Press Conference Nobody Enjoyed

Plus: Microsoft and Meta prove AI spending has a winner's bracket, and Larry Ellison's $9.8 billion reason to hope Hollywood's biggest merger survives.

Jul 29, 2026

The Chips Are Down (Again)

Plus: SpaceX keeps losing altitude, and the Fed picks a brutal week to get interesting.

Jul 27, 2026

Nvidia Just Turned the AI Capex Boom Into a Credit Question

Plus: China’s memory champion receives a half-trillion-dollar welcome, open AI becomes a cyber-defence strategy, and Big Tech enters the week where investors demand proof instead of promises.

Jul 24, 2026

Intel Finds a Pulse

Plus: the AI spending bill lands on Big Tech's desk, and crude crashes the party at $100.

Jul 23, 2026

Google's Cloud Prints Money. Its Cash Flow Prints Red.

Plus: Tesla trades luxury badges for Toyota trade-ins, and AMD buys its way onto Nvidia's turf.

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