Logo
Login
Sign Up
Logo
Oliver Buchannon
Dio Pouerie
The company that refused to play the AI spending game just became worth $5 trillion

Jul 29, 2026

•

6 min read

The company that refused to play the AI spending game just became worth $5 trillion

Apple spent less on AI than anyone. The market just made it the most valuable company on earth.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
One IPO in China just crashed South Korea's stock market

Jul 28, 2026

•

6 min read

One IPO in China just crashed South Korea's stock market

CXMT surged 466% on its Shanghai debut. The next morning, Seoul triggered a circuit breaker. This is the story of a stock market that went all-in on one bet.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Supreme Court killed the tariffs. The tariffs didn't notice.

Jul 27, 2026

•

5 min read

The Supreme Court killed the tariffs. The tariffs didn't notice.

Three statutes in five months, zero days without a tariff, and a toy company caught in the middle.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Tesla's Best Quarter Was Also Its Worst?

Jul 24, 2026

•

6 min read

Tesla's Best Quarter Was Also Its Worst?

Record revenue. Record deliveries. Negative free cash flow. And a factory floor that tells you everything the balance sheet won't.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Alphabet just posted $9.11 EPS. Only $2.85 of it was real.

Jul 23, 2026

•

6 min read

Alphabet just posted $9.11 EPS. Only $2.85 of it was real.

The biggest earnings beat in corporate history was an accounting mirage, and the market knew it.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The 122-year-old company everyone left for dead just posted its best margins in years.

Jul 22, 2026

•

6 min read

The 122-year-old company everyone left for dead just posted its best margins in years.

3M paid $16 billion to settle two of the largest lawsuits in corporate history, lost a quarter of its revenue to a spinoff, hired its first outside CEO ever, and somehow came out the other side... stronger.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Why IBM just had its worst day in 115 years

Jul 21, 2026

•

6 min read

Why IBM just had its worst day in 115 years

The company that proved machines could beat humans is now being beaten by the machines it helped create.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Netflix grew revenue 13%. Its audience grew 2%.

Jul 20, 2026

•

6 min read

Netflix grew revenue 13%. Its audience grew 2%.

On the same day it showed you that gap, it announced it would stop showing it twice a year.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The best earnings call of the year tanked the stock

Jul 17, 2026

•

7 min read

The best earnings call of the year tanked the stock

TSMC just posted its best quarter in company history. Wall Street sold it anyway. Here's the mechanic worth pricing in.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Nobody signs up for Stripe. That's why it can buy PayPal.

Jul 16, 2026

•

7 min read

Nobody signs up for Stripe. That's why it can buy PayPal.

One company has no stock ticker, no app icon on your phone, and just offered $53 billion for the one that has both.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Why New York said no to AI Data Centres?

Jul 15, 2026

•

6 min read

Why New York said no to AI Data Centres?

New York froze the future of data centers yesterday. The reason isn't what you think.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The safest yield in your portfolio just started losing money

Jul 14, 2026

•

5 min read

The safest yield in your portfolio just started losing money

Private credit was sold as the boring, bulletproof income machine. Its public cousins just posted their first collective loss. Here is what that tells you.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Delta's fuel bill just jumped 75%. Nobody cared.

Jul 13, 2026

•

5 min read

Delta's fuel bill just jumped 75%. Nobody cared.

Because the thing that actually makes Delta money doesn't run on jet fuel.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The debt Wall Street can't see is now on Wall Street's books

Jul 10, 2026

•

6 min read

The debt Wall Street can't see is now on Wall Street's books

In 1958, Bank of America mailed 60,000 unsolicited credit cards to Fresno. This is the sequel.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Novo Nordisk | Ozempic | a $486B fall

Jul 9, 2026

•

7 min read

Novo Nordisk | Ozempic | a $486B fall

Novo Nordisk gave the world insulin, then Ozempic, then a $650 billion valuation. Three-quarters of that is gone. The reason is not what you think.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The index just got rewritten. You paid for it.

Jul 8, 2026

•

6 min read

The index just got rewritten. You paid for it.

This week, QQQ sold a slice of Nvidia to buy a money-losing rocket company. Nobody asked you.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Amazon is paying its biggest rival to catch up

Jul 7, 2026

•

7 min read

Amazon is paying its biggest rival to catch up

Every satellite it launches quietly makes Elon Musk richer.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Unemployment fell. That's the bad news.

Jul 6, 2026

•

6 min read

Unemployment fell. That's the bad news.

The June jobs report says the labor market is healing. The participation rate says something very different.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The First Six Months Repriced Almost Everything.

Jul 3, 2026

•

6 min read

The First Six Months Repriced Almost Everything.

Markets are closed today for the observed Fourth of July holiday. The first half of 2026 was less about surprises than transitions. A new Fed chair. Trade policy in the courts. A war that reshaped energy. AI that moved from narrative to contracted demand. Capital markets that reopened. Here is the recap, and the questions that carry forward.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Meta just became a cloud company. It didn't attack AWS.

Jul 2, 2026

•

5 min read

Meta just became a cloud company. It didn't attack AWS.

The last hyperscaler without a cloud business finally became one. And its own suppliers paid the bill.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Nike's blowout quarter wasn't Nike's

Jul 1, 2026

•

6 min read

Nike's blowout quarter wasn't Nike's

A Supreme Court ruling just handed Corporate America a $165 billion earnings bump. The distortion is only starting.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Securitize: The first tokenisation company going public on NYSE

Jun 30, 2026

•

6 min read

Securitize: The first tokenisation company going public on NYSE

A company built to make Wall Street's plumbing obsolete just booked a seat on the NYSE. What that says about the entire tokenization dream.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The government just bought every American baby a stock portfolio

Jun 29, 2026

•

6 min read

The government just bought every American baby a stock portfolio

On July 4, Washington will seed millions of children's investment accounts with $1,000. Here's the quiet market revolution hiding inside a political branding exercise.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The world's most anticipated IPO just blinked

Jun 26, 2026

•

6 min read

The world's most anticipated IPO just blinked

SpaceX went public two weeks ago and is already down over 30% from its peak. Now OpenAI is watching and rethinking everything.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The world's most famous shoe brand might be losing the one race that matters

Jun 26, 2026

•

6 min read

The world's most famous shoe brand might be losing the one race that matters

Nike is at a 12-year stock low. The problem isn't tariffs or China. It's that the world's best runners stopped reaching for the Swoosh.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Load more

©2026 All rights reserved. MarketSips, a brand of Traders & Quants, LLC.

| |