- Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
- Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
- Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
- Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
- Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
- China’s U.S. Treasury Holdings: The Great Repositioning (2021–2025)
- Infographic: Why the 2025 CIPA Data Proves the APS-C Renaissance is Real
- How WiFi Changed Media
- Canva Acquires Simtheory and Ortto to Build End-to-End Work Platform
- Netflix Price Hikes, The Economics of Dominance in a Saturated Streaming Market
- America’s Brands Keep Winning Even as America Itself Slips
- Kioxia’s Storage Gambit: Flash Steps Into the AI Memory Hierarchy
- Mamdani Strangling New York
- The Rise of Faceless Creators: Picsart Launches Persona and Storyline for AI Character-Driven Content
- Apple TV Arrives on The Roku Channel, Expanding the Streaming Platform Wars
- Why Attraction-Grabbing Stations Win at Tech Events
- Why Nvidia Let Go of Arm, and Why It Matters Now
- When the Market Wants a Story, Not Numbers: Rethinking AMD’s Q4 Selloff
- BBC and the Gaza War: How Disproportionate Attention Reshapes Reality
- Parallel Museums: Why the Future of Art Might Be Copies, Not Originals
- US Market Cap at $74 Trillion: Why the Market Has Room to Grow Without Repricing
- Buffett Indicator at 230%: Why the Labor Share Makes Market Cap to GDP Unreadable
- 60-Month Transformer Lead Times Are a Bigger AI Constraint Than the Copper Deficit
- America Mines the World’s Semiconductor Quartz and Has No Export Controls on It
- China’s Equipment Export Controls Are the Real Threat to America’s 2028 Magnet Timeline
- Earnings Recap August 3-7, 2026: AMD, Datadog and SanDisk All Beat and All Fell
- July Jobs Report: The 103,000 Revised Away Matters More Than the 23,000 Lost
- Big Tech Capex Reaches $1.1 Trillion Since 2023, With $745 Billion Planned for 2026
- Amphenol’s Record Quarter Shows Where AI Capex Actually Lands
- Paper Raises $34 Million and Figma (FIG) Has Already Lost Half Its Value on the Thesis
- Google Frozen v2 AI Chip Could Deliver 10x Efficiency Gains Over Current TPUs
- The Case for Shorting Budget Airlines as Oil Prices Rise
- Morgan Stanley’s $2.3 Billion Capital Markets Haul Signals the AI Boom Is Just Getting Started
- Blackstone’s Futronic Deal Bets on Actuators as AI Robotics’ Physical Bottleneck
- Zhongji Innolight’s $8 Billion IPO Is a Customer Event for Marvell, Not a Competitive One
- Wall Street Splits Between Oversupply Fears and an AI-Proof Supercycle Thesis
- The AI Iron Curtain: Xi’s Shanghai Keynote Is the Fulton Speech of the AI Cold War
- Enterprise Money Is Leaving Old School IBM for AI Infrastructure Companies
- Why EU Tech Is Falling Behind the US: A Structural Diagnosis, Not a Cultural One
- The HyperLight Threat to Coherent and Lumentum Ends Where Indium Phosphide Begins