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Recent
- Pulse 2026-09-14AI Trade — Premium or Volume? The Labs Ask for a Slowdown, the Physical Layer Pays FirstOn Saturday Anthropic’s chief executive asked the AI industry to slow the rate at which models grow more capable; on Sunday OpenAI’s chief agreed, committed to outside evaluators and set aside an IPO
- Report 2026-09-14AI Economy — Three Futures for 2030, and the One the Model Leaves Out
- Weekly Signal 2026-09-13Cybersecurity — Sold on Price, Bought on Flow
- Report 2026-09-13Google and RSI — The Loop Nobody Has Closed
- Pulse 2026-09-12Micron Out, SK hynix In: Hypergrowth Rewrites Its Memory Line and Rolls a Call 120 Points HigherOne book traded this week and it traded on one day. Hypergrowth wrote ten lines on Friday: it closed Micron and Qualcomm, sold a quarter of its Nebius, opened Lumentum, SpaceX and SK hynix, and bought
- Pulse 2026-09-11Oil settles at $107.63 and energy stocks fall anyway — on fourteen big oil days since May the sector rose every time; Thursday it didn’t, and here is what that saysBrent crude settled at $107.63 on Thursday, up 5.9%, its second close above $100 in two days, and the US energy sector ETF fell 0.6% — as much as the S&P 500. On the fourteen sessions since May in whi
- Pulse 2026-09-10Producer prices rise 0.4%, 5.4% on the year, with oil at $105 — what today’s PPI and Friday’s CPI actually measure, and why the Fed reads them in this orderUS producer prices for August rose 0.4% from July and 5.4% from a year earlier, the fastest annual rate since May, while the core measure rose only 0.2%. The print lands with Brent above $100 for the
- Pulse 2026-09-09Oil hits $100 and Europe sells off 2% — Wall Street opens with memory chips up and almost everything else downBrent crude traded above $100 a barrel on Wednesday morning for the first time since July after the United States sank Iranian tankers and Iran said it hit ships in the Strait of Hormuz. Europe sold:
- Pulse 2026-09-08Inflation week: the market prices a 60% Fed hike, our structural monitor reads 49 and flat — the pressure is oil, not wages, and bonds have already paid for itProducer prices Thursday, consumer prices Friday, and fed funds futures already put a quarter-point Fed hike on September 16 at about 60%. Our structural inflation monitor reads 49 out of 100 as of la
- Pulse 2026-09-07Semiconductors Surge While Blue Chips Slip on a Divided DayFriday's session left markets divided along a single axis: semiconductor-linked baskets surged while blue-chip and consumer-facing names declined. The Rubin 100 basket advanced 2.58% on the day, drive
- Weekly Signal 2026-09-06Rubin Build-Out 100 — Rubin at the Door
- Pulse 2026-09-05Global Tech 50 — Out of China, Into the Tools: Fifteen Lines in the LedgerThe five model books logged fifteen entries between Monday's open and Friday's close, and fourteen of them point the same way. Global Tech 50 sold its three China names and bought the chip-equipment c
- Pulse 2026-09-04Nvidia Is Building the App Store of AI: Groq Runs the Models, Hugging Face Sells ThemNvidia agreed on Thursday to buy Hugging Face, the platform where the world's open AI models are shared, for $12.93 billion — about 86 times the roughly $150 million of revenue it generates. Read as a
- Pulse 2026-09-03From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This WeekRubin monetized the scarcity of compute: chips, memory, networking, power. The next constraint in the AI build-out is not silicon and not more code. It is the governed, observable and reversible path
- Pulse 2026-09-02Bond Rout, Day Two: The US 10-Year Tops 4.8%, Its Highest Since November 2023The bond sell-off is now global and it is not slowing. The US 10-year Treasury yield touched 4.81% this morning, its highest since November 2023, after closing at 4.80% on Tuesday. Japan's 10-year sit