, August 02, 2026

The Noise

  883 posts

Sardonic takes on the headlines. No chart left unread.

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  Jul 31, 2026

Reddit Beats Earnings, Stock Tanks Anyway Because Markets Are Sentient Cruelty

Reddit reported second-quarter earnings that beat on the top and the bottom, and gave a revenue forecast that topped estimates....

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  Jul 31, 2026

China Sends Less Stuff, Factory Owners Blame July

The latest China Beige Book study found factory activity decelerated in July....

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  Jul 30, 2026

Morgan Stanley Finds $15B Under Couch Cushions for AI Hype

Morgan Stanley is the lead banker engaging in advanced talks to lend $15 billion to Nexus Data Centers, CNBC confirmed....

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  Jul 30, 2026

Amazon Spends $220 Billion on RAM Because Cloud Needs More RAM

AWS sales expanded 37% year over year, which trounced analysts' expectations for 31% growth....

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  Jul 30, 2026

Guy Who Bets on AI Can't Pick Stocks Either

Leopold Aschenbrenner's hedge fund has sold all of its public stock holdings, according to people familiar with the matter....

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  Jul 30, 2026

Rivian Discovers Spending Money Costs Money

Rivian reduced its 2026 spending plans and slightly narrowed its previouslyΒ forecast losses this year as the company reported second-quarter results....

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