The Sharp Brief

The Sharp Brief

Sharp takes on AI, money, business & performance.

Future Monday

OpenAI is training agents on Mac minis. A third of companies stopped buying software.

Aug 31, 2026

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4 min read

OpenAI is training agents on Mac minis. A third of companies stopped buying software.

Plus: infostealers are draining Claude subscriptions, oil pushed stocks down, and why 2FA never stood a chance.

Sunday Sharpener

OpenAI cut Cursor off. China's biggest memory maker sued the Pentagon.

Aug 30, 2026

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4 min read

OpenAI cut Cursor off. China's biggest memory maker sued the Pentagon.

Solana's first binding vote squeaked past two-thirds, and Broadcom's AI number lands Wednesday.

Friday Fuel

Nvidia won the week. Warsh put a rate hike back on the table.

Aug 28, 2026

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4 min read

Nvidia won the week. Warsh put a rate hike back on the table.

Plus: a $53 billion PayPal buyout collapses, Marvell posts a record and falls 7%, and tariff refunds turn up inside record corporate profits.

Edge Thursday

Salesforce had its second-best day ever. Tech was the only sector that rose.

Aug 27, 2026

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4 min read

Salesforce had its second-best day ever. Tech was the only sector that rose.

Plus: Dollar General's beat was half a tariff refund, and the trade deficit blew out on AI hardware.

Builder Wednesday

Nvidia's beat was real. Salesforce's 87% profit jump was an Anthropic stake.

Aug 26, 2026

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4 min read

Nvidia's beat was real. Salesforce's 87% profit jump was an Anthropic stake.

Plus: Abercrombie got paid for a tariff refund, Intuit got punished for a forecast, and PCE ran hot into Jackson Hole.

Money Moves Tuesday

Canada matched the tariffs dollar for dollar. The market bought Nvidia instead.

Aug 25, 2026

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4 min read

Canada matched the tariffs dollar for dollar. The market bought Nvidia instead.

Plus: Bitcoin clears $80,000 for the first time since May, DICK'S pays the Foot Locker bill, and three questions to answer before Wednesday's print.

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