Breaking Down
Big Market Moves.

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📅 $965 billion. October 2026. No ticker yet. Here is what we know.

🟢 And the race to build an American drone industry

Three memory chips just crossed $1 trillion. In one month.

Three memory chips just crossed $1 trillion. In one month.

One Micron analyst note accidentally turned the entire global AI supply chain bullish again.

Oil falling. Tariff refunds surging. Bonds under pressure. Plus: the biggest economic week of the month starts Tuesday.

AI hype, IPO mania, and speculative tech trades are all accelerating while the bond market quietly flashes warnings.

OpenAI is reportedly preparing for an IPO at an ~$850 billion valuation.