The Fed’s Pivot Point Just Arrived
Only now are we learning just how weak the labor market really is. And the odds of a Fed...
Nick Rokke
Senior Analyst
Latest from Nick Rokke - Page 3
How the Dollar Is Conquering Without Force
While the world watches for signs of dollar weakness, we see a much more powerful shift quietly unfolding…
The Biggest Winner in the One Big Beautiful Bill Act
The OBBBA is 330 pages of dense legal and tax code. But beneath the jargon lies a single, powerful...
Did CoreWeave Acquire a Gold Mine?
CoreWeave just announced a $9 billion all-stock deal to acquire Core Scientific…
Softbank Leans In
Softbank’s Masayoshi Son has quietly shaped more of the modern tech world than most people realize…
Oracle’s AI Bet Is Paying Off – and It’s Just Getting Started
Wall Street is waking up to the fact that this company has been wildly mispriced…
AI Demand Surges Faster Than Anyone Expected: Who’s Using AI and Why
For months, skeptics have claimed that AI is a bubble. But the exact opposite is happening…
Meta Goes Nuclear: Why Big Tech’s Green Facade Signals a Massive Boom
The AI megatrend – and the U.S. power grid – is looking for new energy…
