, August 03, 2026

The Noise

  853 posts

Sardonic takes on the headlines. No chart left unread.

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  Jul 30, 2026

Meta Investors Discover Feelings, Lose Money Immediately

Nothing we saw today changes changes our long-term thesis on the stock....

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  Jul 30, 2026

Congress Wants to See Where Elon Keeps the Robot Brains

The ranking member of the House Committee on Energy is demanding SpaceX records and a tour of its data centers and power plants in and around Memphis....

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  Jul 30, 2026

OpenAI CFO Tells Employees Revenue Exists

OpenAI is trying to reassure employees that the business is healthy as competition emerges from Anthropic as well as a host of open-source players....

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  Jul 30, 2026

CEO Promises Temporary Issue Will Definitely Stay Temporary

Vertiv CEO Gio Albertazzi said the company's revenue growth miss reflected temporary project timing and supply chain issues, not weakening demand....

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  Jul 30, 2026

Fed Holds Rates While Retail Traders Google What Basis Points Are

The Federal Reserve on Wednesday followed through on expectations for no interest rate change....

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  Jul 30, 2026

Chipotle Blames Parasite for Bad Month Like That Fixes Anything

Chipotle Mexican Grill stock has fallen more than 7% this year, dragging its market value down to roughly $44 billion....

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