Personal blog — building Northward Scale in the open, plus whatever else is worth writing down.
Stocks hold near records as July retail sales test the rally; Nebius and CoreWeave surge on AI-cloud earnings, Gemini crosses 1 billion users, and Anthropic locks in a Texas data-center campus.
August 10, 2026Stocks open the week near record highs as Fed-cut odds rise ahead of Wednesday's CPI; Salesforce and Nvidia lead gainers. A former NSA cyber chief calls the Hugging Face hack the most consequential since the Morris Worm.
August 9, 2026Hormuz tensions escalate after two tankers are hit; Friday's rally holds on a soft jobs report. DeepSeek stakes Unitree, ByteDance trains a mega-model, and Meta faces a $567M fine.
August 8, 2026Stocks rally as a weak July jobs report cools rate-hike odds; SpaceX and Atlassian surge on earnings, AMD buys Taalas, and Tesla/SpaceX break ground on a Texas chip fab.
August 7, 2026Stocks brace for the July jobs report as oil climbs on renewed Hormuz tension; Cloudflare and Airbnb jump on earnings, Meta discloses an AI containment breach.
August 6, 2026AMD slides despite an earnings beat while Disney and Shopify jump, Iran and Oman reach a Hormuz shipping deal, and Google DeepMind's Hassabis and Jeff Dean step back.
August 5, 2026SpaceX's first earnings report as a public company rattles investors on AI capex, Amazon crosses $3 trillion, and oil slides on hopes of a Hormuz deal.
August 4, 2026Markets rally on Iran oil-talks optimism and blowout Palantir earnings; AMD and SpaceX report, OpenAI cuts prices.
August 2026First post — why this blog exists and what to expect here.
NORTHWARD