Articles tagging "Bitcoin": Page 5
Hon Hai's Profits Cannot Outrun the Discount Rate

Hon Hai's Profits Cannot Outrun the Discount Rate
— Margin Notes: 2026-08-12

Crude oil reached $83.54 on Wednesday as President Donald Trump claimed control over the Strait of Hormuz while the US and Iran moved further apart on the terms of any settlement....

Nvidia's $500 Billion Buildout Prices a Fragile World

Nvidia's $500 Billion Buildout Prices a Fragile World
— Margin Notes: 2026-08-11

Crude oil climbed to $83.62 on Tuesday after President Donald Trump hardened his position on Iran, making a negotiated reopening of the Strait of Hormuz harder to price as an imminent event....

TSMC's 45% Surge Raises the Market's Hurdle

TSMC's 45% Surge Raises the Market's Hurdle
— Margin Notes: 2026-08-10

TSMC reported a 45% rise in sales as demand for advanced AI hardware stayed strong, giving the technology trade something more useful than another optimistic forecast....

Trump's Fed Calls Test 4.67% Credibility

Trump's Fed Calls Test 4.67% Credibility
— Margin Notes: 2026-08-07

Crude oil rose 0.88% to $77.97 as Iran sought limits on US and Israeli shipping through the Strait of Hormuz, leaving the proposed agreement with Oman short of an operating guarantee....

SpaceX’s AI Bill Faces the 4.62% Question

SpaceX’s AI Bill Faces the 4.62% Question
— Margin Notes: 2026-08-06

Iran and Oman announced an agreement on Strait of Hormuz shipping, giving energy markets their first diplomatic mechanism for reducing the traffic disruption rather than merely discussing it....

Palantir’s Rally Meets Bitcoin’s Custody Test

Palantir’s Rally Meets Bitcoin’s Custody Test
— Margin Notes: 2026-08-05

Crude oil settled at $75.27 after President Donald Trump said US-Iran negotiations were progressing, while the S&P 500 rose 1.79% to 7,736.52. Diplomatic progress has taken some heat out of the...

Five Ships, 4.68%, and a Selective Rally

Five Ships, 4.68%, and a Selective Rally
— Margin Notes: 2026-08-04

Five ships crossed the Strait of Hormuz, down 99 from the previous count, as attacks pushed the world’s most important energy passage toward operational paralysis....

A $165 Million Transfer Meets 4.69%

A $165 Million Transfer Meets 4.69%
— Margin Notes: 2026-08-03

Crude oil fell 6.57% to $79.11 after President Donald Trump said US-Iran talks would begin Monday, reversing much of the supply-risk premium built into energy markets last week....

Microsoft’s $450 Billion Vote

Microsoft’s $450 Billion Vote
— Margin Notes: 2026-07-31

Microsoft shares rose 15.51% to $451.10, creating roughly $450 billion in additional market value and giving the Nasdaq a 2.78% lift. Microsoft delivered the market’s clearest vote yet for continued...

The Institutional Unwind

The Institutional Unwind
— Margin Notes: 2026-06-05

To understand the scale of the current crypto rout, look at the $62 billion. Bitcoin treasury firms shed $62 billion in a deepening market slide. For context, that is nearly the entire market...

The Capex Ceiling

The Capex Ceiling
— Margin Notes: 2026-06-04

The market is currently operating under a form of selective blindness. While Israel and Lebanon agreed to a conditional ceasefire, the US and Iran continue to exchange strikes....

The Great Rotation

The Great Rotation
— Margin Notes: 2026-06-03

A fragile ceasefire in the Middle East began to crack on Tuesday. What started as diplomatic posturing quickly turned into physical combat as US and Iran exchanged military strikes....