A $1.6T company with negative free cash flow and a 22x forward multiple raises a question the earnings beat did…
Bezos… DOOMED?
October 24, 2026 Bonus Content: Google Just Bought 890MW of Nuclear Power From Running Reactors A note from our friends…
Anthropic Tripled Revenue in Three Quarters. Can It Ever Make Money?
There are very few businesses in history that have grown as fast as Anthropic has in 2026. Revenue rose from…
Senior Housing Occupancy Nears 90%. Welltower Reports Monday.
The oldest baby boomers turn 80 in 2026, and new supply is near record lows. Q3 results test whether demographics…
American Express Is Down 12% This Year. Spending Looks Steady.
AXP reports Q3 today, and premium cardholders keep spending.
If Washington Closes the China Drug Tap, Who Owns the Pipeline?
For most of the past decade, the defining question in pharmaceutical dealmaking has been which American or European company wins…
CrashGPT coming on Dec. 18 …
A note from our friends at Weiss Ratings(ad) Dear Reader, I don’t trust Sam Altman at all … And neither…
Spotify Hit 306 Million Subscribers. Still Worth Buying?
The numbers keep improving. How much is priced in near a 10-month high?
The CSI 300 Is in a Bear Market. State Buying Ran Out of Road.
Ten straight weeks of losses have settled the argument about whether Beijing's national team could hold the line. Now allocators…
GPT-6 Lands on Google Cloud. The Cloud Giants Are the Story.
For years, the frontier model was the product. Enterprises chose their cloud partly by which AI they could access inside…