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Over 35,000 Jobs in One Month — The Great Tech Restructuring of 2026 Has Begun
In April 2026, something shifted in the tech industry that will be recognizable as a turning point in five years’...
8,000 Jobs Cut — How Meta Is Funding Its AI Bet Through Its Own Workforce
On Thursday, Meta sent an internal memo to its workforce. Content: 10 percent of employees — about 8,000 people —...
Intel Stock Explodes 27%: How the Data Center Boom Seals Intel’s Comeback
- The $400 Billion Question: Is the 2026 AI CapEx Boom the Greatest Investment Bet in Economic History — Or an Emerging Bubble?
When Mark Zuckerberg, Sundar Pichai, Andy Jassy, and Satya Nadella speak with their CFOs over the next nine months, one…
- The Semiconductor Shortage 2026: Who Profits From the Supply Chain Crisis — A Six-Part Deep Dive
The global semiconductor supply chain is under structural strain — and investors are underestimating which companies benefit sustainably.
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Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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