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Politics And The Markets 09/13/26

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Nebius And Palantir: Implications Of The New Partnership

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DeepSeek Cut Its KV-Cache HBM Need 75% and SSD Need 87.5%. Micron and Sandisk Investors Should Pay Attention

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Space Exploration Technologies Corp. (SPCX)’s $100 Billion Starbase Bet Could Transform Its Growth Outlook

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Samsara (IOT)’s Growth Momentum Meets Valuation Test. Can Samsara Justify the New Price Target?

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You Can’t Spell SPY Without AI: How the Stock Market Became a 1-Way Bet on the Future

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GPT-6 Astra Wiped 4%-5% Off Salesforce and ServiceNow in a Day. Is Wall Street Pricing a SaaS Extinction Event?

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If It Delivers Profit, Boeing (BA)’s Defense Franchise Can Buffer Its Commercial Recovery

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