IBM’s $8 Trillion Warning Is Not About IBM
Krishna’s key point is about firms that never warned
Business
Nvidia Is Building a Trillion-Parameter Model. The Real Trade Is the Router.
Nemotron 3.5 Lightning and NeMo Switchyard shipped today. Nemotron 4 is next. The open-weight stack is becoming the API killer.
FIGS Surged 27% in One Week. Now the Math Starts.
A one-time $20.5M tariff refund and a Jordan WRO complicate margins.
CoreWeave Reports Tonight. Five Selloffs in a Row.
Guidance is the only number that can end the streak, not revenue or EPS.
Anthropic’s Chip Team Is the Signal, Not the Product
A $30B revenue run-rate, Samsung 2nm talks, and a job listing up to $485K just redrew the custom silicon map.
The Unemployment Rate Lied. The Jobs Number Didn’t.
A net loss of 23,000 jobs, a 12-month average that just collapsed to 34,000, and a Fed that was 57%…
The Insurance Market Already Priced a 2027 Reopening
Trump gave no timeline at Camp David. The war-risk market gave one instead, and it runs through next year.
SHW Beat Q2. Housing Is Still Broken. That Is the Point.
Sherwin-Williams gained share without a housing recovery. Imagine what happens when one arrives.
Boston Scientific Is Down 60% From Its High. July 29 Is the Test.
The business kept growing. The stock did not follow.
Airbnb Is a $4.5B Cash Machine. August 6 Is Underpriced.
AI is writing 60% of its new code. The market still sees a travel app.