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Index, Interrupted

Jun 22, 2026

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5 min read

Index, Interrupted

Plus: Wall Street reaches for the eraser on its rate-cut bet, and the Apple–Intel deal quietly starts drafting a prenup.


Worth Reading

The AI Boom Just Sent the Bill to Your Gadget Drawer

Jun 21, 2026

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4 min read

The AI Boom Just Sent the Bill to Your Gadget Drawer

This week the Street kept asking who pays for the AI buildout. The quiet answer arrived on the price tags of phones and laptops: the memory shortage powering the data-center boom has been rerouted straight through the consumer's wallet, and Micron's Wednesday earnings will show how long the squeeze runs.

Apple's New Intel

Jun 19, 2026

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8 min read

Apple's New Intel

Plus: Apple says pricier iPhones are "unavoidable," a hawkish Fed dot plot, and the Strait of Hormuz starts to exhale.

AI’s Big Market Test Has Arrived

Jun 11, 2026

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2 min read

AI’s Big Market Test Has Arrived

Taiwan tightens the chip squeeze, OpenAI eyes Wall Street, and Apple tries to make Siri matter again.

Parth T
Parth T

From The Archive

Nvidia Is Turning Korea Into an AI Factory Floor

Jun 9, 2026

Nvidia Is Turning Korea Into an AI Factory Floor

Jensen Huang is doing deals while Wall Street is busy checking the AI trade’s pulse.

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Apple’s Siri Redemption Tour Starts Now

Jun 8, 2026

Apple’s Siri Redemption Tour Starts Now

The iPhone maker does not need to win the AI war today. It just needs to stop looking like it showed up late with a laminated map.

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AI Chip Rout: Broadcom Becomes the Boom’s Vibe Check

Jun 8, 2026

AI Chip Rout: Broadcom Becomes the Boom’s Vibe Check

Wall Street loved the AI trade until it remembered prices can, tragically, go down.

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SpaceX IPO Aims for the Stars as Musk Seeks Capital for an AI-Powered Orbit

Jun 8, 2026

SpaceX IPO Aims for the Stars as Musk Seeks Capital for an AI-Powered Orbit

The biggest IPO in history may be less about rockets and more about financing AI infrastructure beyond Earth.

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Google Wants More Cash for an AI War It Can Already Afford

Jun 3, 2026

Google Wants More Cash for an AI War It Can Already Afford

The tech giant already has $160 billion in cash. Wall Street is wondering why it wants more.

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