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Anthropic's $46B Debt Stack | SpaceX Reports Tonight | Hormuz Deal Imminent

Aug 4, 2026

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5 min read

Anthropic's $46B Debt Stack | SpaceX Reports Tonight | Hormuz Deal Imminent

Anthropic signed a $10 billion compute deal with a months-old startup. Blackstone is pitching another $36 billion debt package on top. SpaceX reports its first earnings tonight. Bessent said a Hormuz deal could land today or tomorrow.

Dio Pouerie, +1

One-Third of US Economic Growth Sits on the AI Buildout. Data-Center Construction Was Up. Everything Else Was Down.

Aug 4, 2026

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5 min read

One-Third of US Economic Growth Sits on the AI Buildout. Data-Center Construction Was Up. Everything Else Was Down.

The AI investment and stock boom accounts for roughly one-third of nationwide economic growth per Oxford Economics. June data-center construction was up $21.5 billion year-over-year. All other private construction fell $101.6 billion. Palantir US commercial revenue grew 149%. Barkin called it a close call whether rates are high enough.

Dio Pouerie, +1

SpaceX Reports Tomorrow | Manufacturing at 4-Year High | Williams Holds the Line

Aug 3, 2026

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5 min read

SpaceX Reports Tomorrow | Manufacturing at 4-Year High | Williams Holds the Line

SpaceX reports its first earnings tomorrow with the stock down 50% from its post-IPO high. Alphabet's paper mark sits on the same ticker. US manufacturing PMI hit a four-year high.

Dio Pouerie, +1

Aug 3, 2026

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5 min read

One of These Two Marks Already Trades

Alphabet's SpaceX mark has lost a third of its value since the day it was struck, OPEC+ added a sixth straight month of barrels, and Tokyo and Washington bought yen together on Friday.

Dio Pouerie, +1

The Week the Bond Market and SpaceX Test Whether Last Week Was a Blip

Aug 2, 2026

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6 min read

The Week the Bond Market and SpaceX Test Whether Last Week Was a Blip

The 30 year Treasury sits at a 19 year high heading into a week with no Fed meeting to explain it. SpaceX reports its first results as a public company Tuesday, triggering a lockup on up to 911 million shares. Anthropic's paper marks face their first real tests.

Dio Pouerie, +1

The Week Two Hyperscalers Booked Paper Profits and the Bond Market Stopped Believing the Fed

Aug 1, 2026

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7 min read

The Week Two Hyperscalers Booked Paper Profits and the Bond Market Stopped Believing the Fed

The Fed held rates but three officials voted to hike. The 30 year Treasury jumped to a 19 year high anyway. Alphabet and Amazon built much of their earnings beat on unrealized gains from private AI stakes. Credit markets started pricing real default risk across the AI buildout.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Anthropic's $46B Debt Stack | SpaceX Reports Tonight | Hormuz Deal Imminent

One-Third of US Economic Growth Sits on the AI Buildout. Data-Center Construction Was Up. Everything Else Was Down.

SpaceX Reports Tomorrow | Manufacturing at 4-Year High | Williams Holds the Line

One of These Two Marks Already Trades

The Week the Bond Market and SpaceX Test Whether Last Week Was a Blip

The Week Two Hyperscalers Booked Paper Profits and the Bond Market Stopped Believing the Fed

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