stock-spotlight
Arc 1 built the brains — foundry, custom silicon, merchant challenger. None of it works until the chips talk to each other. This week: the company turning a warehouse of silicon into one thinking cluster; hyperscaler concentration as strength and risk — and Nvidia threat is no longer theoretical.
stock-spotlight
Nvidia designs the brain. This is the only credible merchant-silicon company trying to sell hyperscalers a different one — off the shelf, no co-design contract required. Arc 1 closes with the fight that decides whether “second source” becomes a real category or stays a talking point.
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The firm that does not just build chips to spec co-designs them with the world’s biggest AI factories, and it is doing that at a scale the market keeps underestimating.
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Nvidia designs the AI brain. TSMC is the only factory that can build it at the frontier, at scale. That is the whole case — and the whole risk.
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Intel’s turnaround runs through three unusual shareholders — the US government, Nvidia and SoftBank — who together still hold about 14% of the company. A foundry-ownership warrant, and a mid-August selloff on a SoftBank filing that changed no share count, show what that ownership now means.
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Walmart is mid-transformation. The question isn’t whether it’s still a retailer — it clearly is. The question is whether its investments in advertising, e-commerce, and fulfilment infrastructure are building a second business or just buying time.
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Dell says its AI Factory serves 5,000+ customers. Evercore says just three — CoreWeave, xAI, and IREN — drive ~70% of this year’s AI server revenue. With Q2 earnings due September 3 and the stock at a 25x AI-platform multiple, which number matters could swing DELL double digits.
stock-spotlight
Nike’s stock has been cut in half. The reasons are real. The question isn’t whether damage was done — it’s whether the damage is fixable.
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JPMorgan Chase isn’t just a bank — it’s four distinct businesses under one roof, printing $21.2 billion in profit last quarter. Here’s how the world’s most important financial institution actually works, and what every Australian investor should know before buying it.
stock-spotlight
SpaceX beat every number in its first public earnings report and raised guidance. The stock fell anyway. Two days later, up to $116 billion in insider shares unlock. Here’s what’s actually moving the price.
stock-spotlight
Palantir posted a Rule of 40 of 155 — almost unheard of in software. Its own analysts then valued the stock anywhere from $70 to $255. The real story isn’t the ninth straight beat. It’s that nobody agrees what the business is actually worth.
stock-spotlight
Buffett is still in the room — just not running the meeting. Greg Abel inherited the most sophisticated capital allocation machine ever built, $397 billion in cash, and a market where nothing looks cheap. This is what Berkshire actually is, and what comes next.