Microsoft Put a Dollar Figure on Azure. Now the Cloud Race Looks Different.
September 3, 2026 Microsoft Broke a 10-Year Habit on Azure At $29.4bn a quarter, Azure is bigger than many modeled,…
Nvidia Paid 86x Revenue for Hugging Face. The Price Is the Point.
Portfolio managers who own NVDA need to decide if Jensen Huang just secured a software moat or handed rivals their best antitrust argument yet.
The COMEX 90-to-1 paper-to-metal ratio
September 3, 2026 Bonus Content: China Is Alone at the G20. Now Markets Must Price the Fallout. A note from…
Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline to watch.
Which Asian Markets Are Exposed Right Now
September 2, 2026 Korea faces an AI demand shock. India faces an oil bill. Neither is 1997. The surface reading…
Alnylam Is Worth Owning Before Friday’s S&P 500 Changes
Roughly $28 trillion tracks the S&P 500. The better question is whether Alnylam deserves a spot in your portfolio on its own terms.
One More Crank and We Can No Longer Go Back
September 1, 2026 Bonus Content: Your Mortgage Isn’t Waiting for the Fed A note from our friends at MarketWise(ad) Editor’s…
Palantir Is the Only Pentagon AI Stock You Can Buy
ChatGPT and Grok just landed in GenAI.mil. Palantir turns that into decisions.
Gen Z Avoids Credit Cards and Still Ends Up in Debt
September 1, 2026 They ditched credit cards and found BNPL. Same debt, different label. The conventional read on Gen Z…
JPMorgan Tells Clients to Cut Risk. Its Own Wealth Arm Disagrees With Goldman on Why.
A house divided: JPMorgan de-risks into Sept. 16, wealth strategists see a hike, and Goldman still leans hold.