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THE WEEK AHEAD


Anthropic's Accounting Boost?

Aug 23, 2026

•

11 min read

Anthropic's Accounting Boost?

Anthropic just passed OpenAI in revenue. Or did it?

Anthropic

OpenAI

LATEST RESEARCH


Aug 16, 2026

•

7 min read

Co-Packaged Optics, Finally

Coherent & Lumentum announced the dawn of a new photonics era: Fabrinet could echo the call next week.

LITE

COHR

NVDA

FN

Aug 9, 2026

•

10 min read

Choking The Optical Chokepoint

A foolish Trump Administration transceiver ban would strangle the AI buildout it aims to protect.

LITE

AXT

COHR

AAOI

Aug 2, 2026

•

9 min read

Tempus In A Teapot

An “AI” Company “Grows” Through Insider, Circular Deals

AMD

GLW

TEM

TRENDING


AI: Sold Out, Not Slowing Down

AI: Sold Out, Not Slowing Down

Markets Fears Of An AI Spending Slowdown Will Be Proven Wrong This Week... Again.

FIX

MXL

INTC

IQE

GLW

NOK

TSMC’s Great Conviction Eviction

TSMC’s Great Conviction Eviction

In concentrating its AI bets, the world's biggest foundry is booting customers who can't pay the AI freight.

TSM

NVTS

GFS

STM

The Weight

The Weight

An examination of how AI Labs Are Picking Sides: Open Weight vs. Closed

Anthropic

OpenAI

Of Bygones, Bubbles And Broadband Bandits

Of Bygones, Bubbles And Broadband Bandits

What Om Malik taught us about spotting an AI bubble.

SPCX

MSFT

AMZN

CRWV

GOOG

Hey Anthropic: Here’s The New IPO Playbook

Hey Anthropic: Here’s The New IPO Playbook

How SpaceX’s 4.3% float and a quiet rule change rewrote the rules for AI IPOs

SPCX

Anthropic

The Coming Surge of AI-powered Hacking 🏴☠️

The Coming Surge of AI-powered Hacking 🏴☠️

The Mythos Moment: Cybersecurity Is About To Change Forever

CRWD

PANW

ORCL

SpaceX 🚀: Here Come The Sellers

SpaceX 🚀: Here Come The Sellers

SpaceX 🚀 -- Preparing For The Weird, Record Unlock

SPCX

ORCL

How xAI isn't AI.

How xAI isn't AI.

SpaceX 🚀 dumps xAI to run a server farm — the back story.

SPCX

ORCL

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