Super Brief: Congress Pulled the Vote. Tehran Leaked the Deal. — Super Brief

Brief: Huang's Crown, Bitcoin's Crash

Nvidia CEO Jensen Huang called Marvell Technology "the next trillion-dollar company," sending the stock up 33% in its largest single-day gain ever. Bitcoin crashed below $70,000 for the first time since April on continued ETF outflows and Strategy's first sale in four years. Trump said an Iran MOU t

Brief: Seven Percent and a Dead Phone Line

Iran suspended all negotiations with the US and vowed to completely block the Strait of Hormuz, sending Brent crude surging 7% to $96 on the sharpest single-session oil spike since March. ISM Manufacturing hit 54%, its highest in four years, while the S&P and Nasdaq closed at fresh all-time highs. A

Super Brief: Dell's $60 Billion Question — Super Brief

Dell's $60 Billion Question. Dell shipped $16.1 billion in AI servers last quarter, up 757% year-over-year. AI now constitutes 37% of total company revenue compared to 5% a year ago. Full-year guidance implies roughly $15 billion per quarter in AI servers for the rest of FY27, or 30,000-50,000 AI server racks flowing into hyper

Brief: Dell's $60 Billion Question

Dell reported AI server revenue of $16.1 billion in a single quarter, up 757% year-over-year, and raised its full-year forecast to $60 billion. ISM Manufacturing drops this morning. The Iran ceasefire extension remains unsigned as oil inventories approach what Exxon's SVP called "truly unprecedented

Super Brief: Dark Output, Record Margins — Super Brief

Dark Output, Record Margins. Corporate profit margins just hit 20.6%, shattering a ceiling that held for fifty years. GDP sits at 1.6%. Consumer sentiment is at record lows. The savings rate is 2.6%, the lowest since June 2022, meaning consumers are drawing down buffers to maintain spending. Food insecurity is rising. Stocks si