The $260 Billion Data Center Cancellation Nobody Priced In
Local opposition has killed $130B in Q3 alone, exposing suppliers
Your book is inside
October 8, 2026 Bonus Content: Blue Owl Investors Want 39% of an AI Loan Fund Back. The Fund Won’t Give…
Software Stocks Hit 2026 Highs While the Rest of the Market Sells Off
The rotation out of chips and into enterprise software is accelerating — here is how to trade it while yields weigh on everything else.
What’s open for comment before October 26?
October 7, 2026 Bonus Content: Delivery Vans Are Becoming Power Plants. Wall Street Hasn’t Priced It. A note from our…
Google Just Told Wall Street What Nuclear Is Worth
The debate institutional investors have been running all year, whether merchant nuclear names belong in the AI infrastructure bucket or…
HCA’s AI Scheduler Is Saving Money and Angering Nurses
The Palantir-powered Timpani rollout spotlights a key question: whose judgment the algorithm actually replaces.
Chaikin: My top AI stock for October
A note from our friends at MarketWise(ad) Editor’s Note: We’re delighted to bring you the latest stock pick from our…
A Dormant Copper Mine Reawakens
October 7, 2026 Bonus Content: The Nikkei Looks Cheaper Than the Nasdaq for AI. The BOJ Could Change That. A…
Informa Just Shed Its Publishing Past. What’s Left Matters.
Dropping Taylor & Francis and buying Clarion turns Informa into a pure-play events business. Whether that focus creates lasting value depends on what Blackstone’s exit tells you.
Ithaca Energy’s $860m Canada Bet: Growth Engine or Liability Trap?
The North Sea producer is buying into Newfoundland offshore oil. The math is compelling. The liabilities are not nothing.