Trane’s $12.5B Backlog Is Already Spending Your 2027
With more than $8 billion scheduled for 2027 and beyond, Trane has already captured demand.
OpenAI Set a Price. Wall Street Has to Decide If It Believes It.
The question hanging over every AI investment committee this week is not really about OpenAI. It is about whether the…
Trump’s “Super Intelligence” Stock Ready for Lift-Off
November 1, 2026 Bonus Content: Logan Says Two Hikes. The Bond Market Is Pricing Something Else. A note from our…
Target years worth of trading gains in mere days?
A note from our friends at Media Pub(ad) Let’s be real for a second. While most traders are still squinting…
Uber’s $10 Billion Self-Driving Bet on Cars It Doesn’t Own
Wednesday’s Q3 report tests the plan, as Brazil slows trips and Waymo pulls back.
AMD Lost 12% on Intel’s PC Warning. Its Real Business Isn’t PCs.
Friday’s selloff punished AMD for Intel’s PC warning. Tuesday’s earnings will show whether Instinct AI can outrun the damage.
Amazon and Meta’s Bonds Are Saying What Stocks Aren’t
The investment committee conversation this week is not about earnings beats or cloud growth rates. It is about whether the…
The solution to Nvidia’s tiny dividend
A note from our friends at Investors Alley(ad) Hi, Tim Plaehn here. Nvidia is one of the biggest winners of…
The AI infrastructure play Jeff Brown is prioritizing right now
October 31, 2026 Bonus Content: Global Payments Is Worth $40 Billion to Private Equity. Public Investors Disagree. A note from…
Global Payments Is Worth $40 Billion to Private Equity. Public Investors Disagree.
CD&R and GTCR may borrow tens of billions to own a merchant acquirer public markets have written off. One of them is badly wrong.