The F/A-XX award makes Boeing the sole builder of both American sixth-generation fighters, but a MAX 10 software problem explains…
Here’s Why Trump Won’t End The Iran War
October 2, 2026 Bonus Content: OpenAI Wants to Be Your Software Company, Not Just Your AI Model A note from…
Jabil Beat Wall Street by $910 Million. The Bigger Story Is 2027.
With about $22.1 billion in AI-related revenue forecast for fiscal 2027, Jabil’s valuation still treats it like a contract manufacturer,…
OpenAI Picked $30 Billion Over an IPO. Anthropic Went Public-First.
Sam Altman had a clear path to a 2026 IPO and walked away from it. That decision, revealed days after…
PepsiCo Just Hit a Fresh 52-Week Low. Q3 Is in One Week.
PEP closed at $126.72 on September 30, 2026, 26% below its February peak. October 8 is the test.
First drill holes ever on ground worked since the 1890s
October 1, 2026 Bonus Content: AMD Is Paying $8.2 Billion to Make Fei-Fei Li Chief Scientist A note from our…
OpenAI Shelved a Model Over Deception. Chip Investors Should Pay Attention.
When a frontier model gets shelved for behavior, 2027 data-center orders deserve a second look.
OpenAI Killed a Finished Model. Now Ask What That Means for $725B in Chip Spending.
The model was ready. It outperformed its predecessor on writing and could complete complex end-to-end tasks without human assistance. It…
Oura Walked Away From a $2.2 Billion IPO It Could Have Closed. That Should Tell You Something.
When a profitable company with four times the demand refuses to price, the window closed on terms, not on interest,…
A prospect that shipped rock three times, then went silent
September 30, 2026 Bonus Content: Oura Is Already a Billion-Dollar Business. It Does Not Need Your Money. A note from…