Category: Equities
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The 2026 Fed Stress Test: All 32 Banks Pass and the Payout Cycle Begins
All 32 banks absorbed a $708 billion paper depression with a 1.6 point capital dent. What the 2026 Fed stress test proves, what it no longer measures, and where the payout cycle goes next.
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NVIDIA’s SK hynix HBM Deal: Locking Up the AI Supercycle’s Scarcest Input
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. The NVIDIA SK hynix Memory Deal: A Partnership Built Around Scarcity The NVIDIA SK hynix memory deal announced on 7 June 2026 reads, at first glance, like a routine deepening of a supplier…
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Oracle’s $638 Billion Cloud Backlog: What the RPO Surge Really Means
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Record Quarter the Market Sold Oracle closed its fiscal 2026 on 10 June with a set of results that, on the surface, read like an unambiguous triumph. Total quarterly revenue rose 21…
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The Apple Siri Gemini Deal: Renting the Model, Defending the Platform
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Record High, Then a Verdict For most of the past two years, every Apple set-piece event has functioned less as a product launch and more as a referendum on a valuation. The…
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The $1 Trillion AI Semiconductor Selloff: When Good News Became Bad News
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Record Week That Broke on Friday The AI semiconductor selloff of 5 June 2026 will be remembered for its violence, but the more instructive detail is what preceded it. On Monday 1…
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Dell’s $51.3 Billion AI Server Backlog: The Build-Out Moves Down the Stack
Khan Capitals | June 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Beat Without Precedent in Enterprise Hardware Enterprise hardware is not supposed to produce results like this. The sector’s economics, long production cycles, thin margins and procurement-driven demand, have historically made it the…
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Nvidia’s $91 Billion Quarter: When the Bar Becomes the Beat
Khan Capitals | May 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. A Record Quarter That Nobody Cheered By any conventional metric, Nvidia’s fiscal first-quarter results, reported after the close on Wednesday 20 May, were extraordinary. Total revenue of $81.6 billion arrived 3.0 percent above…
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Cisco’s 25% Networking Surge: The Other AI Trade Comes Into Focus
Khan Capitals | May 2026 Key Takeaways Part of: The AI Infrastructure Supercycle – Khan Capital’s hub on the AI infrastructure build-out. The Number That Mattered Cisco Systems closed its fiscal third quarter on Wednesday 13 May with revenue of $15.84bn and adjusted earnings per share of $1.06, comfortably ahead of the $15.56bn and $1.00…
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PPI Shock 2026: Records Above 7,400 Despite the 39% Hike Bet
Khan Capitals | May 2026 Key Takeaways The Setup: Six Weeks of Equity Strength Into a Loaded Calendar The week of 12 May was supposed to be the moment that the equity tape reconnected with the macro tape. Coming into Monday, the S&P 500 had already strung together five consecutive weekly gains, the Nasdaq 100…
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Beneath the All-Time Highs: The Quiet Russell 2000 Leadership That Has Doubled the S&P’s Gains
Khan Capitals | May 2026 Key Takeaways A Rotation That Has Finally Arrived, on the Sixth Attempt The “small-cap leadership trade” has been Wall Street’s most-anticipated and most-disappointing call of the past five years. From early 2021, when the Russell 2000 led the post-pandemic reflation, through 2022, 2023, 2024, and the first quarter of 2025,…