01
Compute
Who controls capacity, cost, and the next bottleneck?
Get the daily circuitBusiness / The operating layer
Technology is the story. Business is the consequence.
Company strategy, chips, capital, earnings, deals, and regulation—read through the systems they change, not ticker noise.
How we read the business
Four questions behind every company headline.
02
Companies
Which products are becoming durable businesses?
03
Markets
What changed—and what evidence explains the move?
04
Next signal
Which filing, launch, or decision matters next?
Coverage universe
The companies inside the circuit.
01
Compute stack
Where are demand, margins, capacity, and bottlenecks moving?
NVDA · AMD · AVGO · TSM · ASML02Platforms + cloud
How quickly does infrastructure spending become product revenue?
MSFT · GOOGL · AMZN · META · AAPL03Software + security
Which AI products are changing retention, pricing, and labor economics?
PLTR · CRWD · SNOW · DDOG04Physical frontier
Where are autonomy, launch, power, and industrial systems becoming businesses?
TSLA · RKLB · ASTS · LUNR · VRTLatest reporting
Signals with business consequence.
The dedicated Business feed opens with the first verified Market Circuit byline. Until then, these are the latest frontier stories the desk is monitoring.
Space Watch · 5 min read
BepiColombo begins its carefully sequenced arrival at Mercury
Tomorrow Tech · 5 min read
Anthropic previews a common interface for AI agents to operate physical equipment
AI Signal · 4 min read
OpenAI plans to pull its models from Cursor after the SpaceX acquisition
Space Watch · 5 min read
NASA's Roman Space Telescope enters its final launch countdown
Ptolemais / Technology markets correspondent
“The move is never the whole story. Follow the disclosure, identify the pressure, and name the next evidence that could change the read.”
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