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Palantir Rewrote the AI Story | Dow Adds 1,035 | Oil Breaks Lower | SpaceX Faces the Same Question

Aug 4, 2026

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5 min read

Palantir Rewrote the AI Story | Dow Adds 1,035 | Oil Breaks Lower | SpaceX Faces the Same Question

The Dow jumped 2% to another record as Palantir surged 29% on AI demand. Oil fell toward $75 on hopes of a Hormuz deal. SpaceX beat revenue estimates but investors questioned another wave of AI spending.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Dow Hit Another Record. Asia Stepped Back. SpaceX and AMD Face the Market's Toughest Test Yet.

Aug 4, 2026

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5 min read

The Dow Hit Another Record. Asia Stepped Back. SpaceX and AMD Face the Market's Toughest Test Yet.

The Dow closed above 53,000 as oil fell on renewed Iran diplomacy. Asia turned cautious overnight, while SpaceX and AMD report today. Bitcoin held near $63,700 as Coldcard wallet losses climbed toward $114 million.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Big Tech Took It Back. Oil Lost the War Premium. Palantir Proved AI Demand. Bitcoin Held the Range.

Aug 3, 2026

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5 min read

Big Tech Took It Back. Oil Lost the War Premium. Palantir Proved AI Demand. Bitcoin Held the Range.

The Dow jumped 681 points as oil fell and Big Tech rallied. Palantir beat across the board and raised guidance. Amazon crossed a $3 trillion market cap. Bitcoin held near $63,700 while fresh attacks targeted Coldcard wallets.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Trump Called Off the Iran Strike. Oil Cratered 5%. Bitcoin Held $63,000. Palantir Opens the Year's Biggest Earnings Week.

Aug 3, 2026

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4 min read

Trump Called Off the Iran Strike. Oil Cratered 5%. Bitcoin Held $63,000. Palantir Opens the Year's Biggest Earnings Week.

Brent crude fell more than 4% after Trump paused planned strikes on Iran. The S&P 500 finished Friday at another record close. Bitcoin held near $63,000 as the CLARITY Act stalled. Palantir begins the busiest earnings week of the year tonight.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week SpaceX and a Fed Blackout Test What Microsoft Just Proved

Aug 2, 2026

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5 min read

The Week SpaceX and a Fed Blackout Test What Microsoft Just Proved

SpaceX reports Tuesday, triggering a lockup that frees up to 911 million shares. The Clarity Act faces its final window before the Senate's August recess Friday. Oil, Korean chip stocks, and Bitcoin all enter the week fresh off wild swings.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week Microsoft and Amazon Proved AI Pays, and Everything Else Got Tested

Aug 1, 2026

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6 min read

The Week Microsoft and Amazon Proved AI Pays, and Everything Else Got Tested

The Fed held rates but three officials voted to hike, the biggest hawkish dissent since 2016. Microsoft and Amazon proved AI spending is turning into revenue. Meta and Apple stumbled. Korean chip stocks crashed twice, then surged back. Oil swung more than 15 percent in both directions.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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