On Monday, Alphabet filed two cases at the EU General Court in Luxembourg, seeking to annul European Commission specification measures…
BASF’s €10.3bn Evonik Bid Is Rejected. The Spread That Matters.
Evonik closed at €19.84 on Monday, €2.31 below BASF’s offer price, and the gap shows what the market thinks happens…
Fifty tonnes of rock worth carrying down a mountain by hand
September 29, 2026 Bonus Content: The Arbitrage Is Dead. Who Wins Now? A note from our friends at i2i Marketing…
SpaceX Is 34% Off Its High. This Morning Changes That.
Flight 14 tries orbit today, and a call spread defines risk.
Chinese AI Is Now Cheaper
September 28, 2026 Chinese AI Is Now Cheaper. Who Still Makes Money? Developers are routing real work to Chinese models.…
Micron Reports Wednesday. $31 EPS Is the Floor.
With Q4 earnings on September 30 and guidance already at $50 billion, the question is how far above the bar…
The 44 Year Low Nobody Reported
September 27, 2026 Bonus Content: The Cloud Bill That Is Quietly Killing SaaS Startups A note from our friends at…
Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.
A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.
Amazon’s Prime Badge Is Now a Weapon for Any Storefront
Two moves in the same week tell a cleaner story than either does alone. On September 21, 2026, Amazon blocked…
ADARx Opened at $22. It’s Already at $19. Is ADRX Worth Buying Now?
The biotech IPO class of 2026 has held up better than expected. ADARx’s first-week fade puts that promise to the…