Sovereign Weekly

Sovereign Weekly

Agentic Sovereign Capital

Unclaimed — is this your show?

14
Episodes
Weekly
Cadence
2026
First episode

About Sovereign Weekly

Every week, the market taken apart the way serious money reads it: not what the headlines said, but what the numbers underneath them say. What actually moved, and why. The economy beneath the prices. The credit and banking plumbing most investors never look at until it breaks. The geopolitics that is, or isn't, already in the price. One technology explained from first principles. And one company read the way an owner would, from its filings up. No hype, no tips, no hot takes. The argument, the numbers and the analyses, so you can make up your own mind. New episode every Saturday, from Agentic Sovereign Capital. Education, not investment advice.

Publisher
Agentic Sovereign Capital
Category
business
Language
en
Explicit
No
First episode
1 Aug 2026
Latest episode
31 Oct 2026

Latest episodes

14 episodes in the feed.

  1. 31 Oct 2026

    Meta's $25bn stock sale, Amazon's -$47bn free cash flow, and Samsung's record profit · Week of 31 Oct 2026

  2. 24 Oct 2026

    Sovereign Weekly — week ending 2026-10-24

  3. 17 Oct 2026

    ASML's $11.66bn revenue, Taiwan Semiconductor's 69% profit, and CoreWeave's 81-cent bonds · Week of 17 Oct 2026

  4. 10 Oct 2026

    S&P 500's one in three up-stocks, Bitcoin's $730m outflow, and Apple's order cuts · Week of 10 Oct 2026

  5. 3 Oct 2026

    Broadcom's $42bn loan to its own customer, Micron's 87% margin, and the jobs report · Week of 3 Oct 2026

  6. 26 Sept 2026

    Two words in a data-centre contract, bonds at a 19-year extreme, and Costco's missing members · Week of 26 Sep 2026

  7. 19 Sept 2026

    The 10-year breaks 5%, oil's round trip, and Tesla's robotaxi mileage · Week of 19 Sep 2026

  8. 12 Sept 2026

    Meta's capex wall answers back, and the one number that decides Oracle · Week of 12 Sep 2026

  9. 5 Sept 2026

    Microsoft finally shows Azure, a jobs beat read backwards, and the $230bn AI forecast that fell · Week of 5 Sep 2026

  10. 29 Aug 2026

    Intuit beats and drops 12%, a plumbing number hits zero, and Nvidia's print · Week of 29 Aug 2026

  11. 22 Aug 2026

    Moderna up 177% in a day, housing falls off a cliff, and AMD · Week of 22 Aug 2026

  12. 15 Aug 2026

    CoreWeave's reality check, retail sales crack, and Japan lights a fuse · Week of 15 Aug 2026

  13. 8 Aug 2026

    Uber's first $10bn of free cash, a record S&P, and an overflow tank run dry · Week of 8 Aug 2026

  14. 1 Aug 2026

    Microsoft +$480bn, Meta −11%: the AI spending verdict, and Amazon's $220bn plan · Week of 1 Aug 2026

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