Micron Reports Wednesday With $50 Billion on the Line
Revenue up 346% year over year, HBM4 is shipping, and a valuation that still looks cheap.
Washington Gave Beijing Two Months. That’s a Warning.
September 24, 2026 Bessent’s short Busan extension keeps pressure on China until Jan. 10. The only confirmed deliverable from the…
Massive Gains Without AI
September 24, 2026 Bonus Content: Google Just Lost Its Right to Own the First Screen A note from our friends…
ELON AND TRUMP V. CALIFORNIA (Act by Sept 25th)
September 24, 2026 Bonus Content: OpenAI Breached an Australian Medicare Site. Who Pays? A note from our friends at Paradigm…
GE Vernova Is Down 20% From Its High. Backlog Is $176B.
CEO Scott Strazik told Morgan Stanley Sept. 16 it could top $200B in early 2027.
Meta’s Muse Already Broke the Market. The Harder Question Is Whether It Breaks These Businesses.
On Tuesday, a single app chart reshuffled $100 billion in implied market value before the closing bell. The S&P 500…
Iberdrola Is Selling Half of a £4bn Wind Farm. Is That Good for the Dividend?
When utilities fund payouts by selling assets rather than earning more, income investors need to know the difference.
Grid Crisis Threatens Crash 62 Times Worse Than Great Depression
September 23, 2026 Bonus Content: Nvidia’s Multiple Has Collapsed. The Market Is Betting Huang Is Wrong. A note from our…
Viking’s Obesity Drug Can Work on a Monthly Schedule
Tuesday’s data didn’t just show weight loss. It showed weight loss you don’t have to chase every week.
Arm Up 17%, Intel Up 12%: Nebius Just Told You Where to Trade Next
AMD grabbed the headline, but Nebius’s October CPU hike points at Arm and Intel.