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Aug 7, 2026

AMD grew 50%. The market shrugged.

The AI trade's hurdle rate just moved. Here's who still clears it.

By René Lauritsen

Aug 7, 2026

The new hurdle rate — why beating estimates stopped wo

Forty-five hardware and semiconductor companies have reported since July. Thirty-six beat. The group is down 13.4% in a month. This is the anatomy of a market that changed its grading system mid-season

By René Lauritsen

Aug 5, 2026

Anthropic just put its prices up 50%

You have 27 days. OpenAI went the other way.

By René Lauritsen

Aug 5, 2026

The deployer inherits the bill

In one week the price of running a capable model collapsed and the European Union switched on the penalty regime. The two are connected, and the connection runs one way: cheap inference pushes deployment outward, and responsibility travels with deployment

By René Lauritsen

Jul 31, 2026

Three capex raises. One $450 billion day

The difference wasn't how much they spent. It was who'd pre-sold it.

By René Lauritsen

Jul 31, 2026

The memory tax — the AI capex line item nobody underwrote

Two hyperscalers disclosed this week how much of their capital budget is component price inflation rather than capacity. Nobody has done the arithmetic in public.

By René Lauritsen