Cerebras

Money and Inspiration Weekly Notes cover for June 13, 2026, covering SpaceX's record-breaking $75 billion IPO, Alphabet's $80 billion equity raise with Berkshire's $10 billion commitment, and a week of headline-driven market volatility.

Weekly Notes — June 13, 2026

This was a wild week. The market swung in both directions on news that mostly was not about the companies whose stocks were moving. Alphabet’s record stock issuance from last week kept teaching its lesson. And on Friday, the largest…

Money and Inspiration Weekly Notes cover for June 6, 2026, covering the AI rally pullback, Broadcom's drop on great earnings, the worst Nasdaq day in over a year, and the Cerebras update.

Weekly Notes — June 6, 2026

This week the AI rally finally took a real punch to the gut which it does from time to time. The priced-in lesson we have discussed on this site scaled all the way up from individual stocks to the whole…

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