Whether Apollo can finance a deal this large at today’s rates could say more about J&J’s breakup value than the…
OpenAI Models That Hide Mistakes
September 18, 2026 Six OpenAI incidents, plus King Charles’s Scotland summit, put AI control at the center of valuations. The…
The Real AI Money Is Not in the App
September 18, 2026 Bonus Content: India’s Biggest Exchange Is Finally Open to Investors A note from our friends at The…
OpenAI Models That Hide Mistakes: What Are Investors Paying For?
Six OpenAI incidents, plus King Charles’s Scotland summit, put AI control at the center of valuations.
APP Is Down 53% This Year. Citi Sees 91% Upside in 90 Days.
Wall Street is split on AppLovin's stock slide versus its 84% EBITDA margin.
The AI Lab Writing Its Own Rules
September 17, 2026 As Microsoft’s AI chief targets Anthropic, safety doctrine is turning into a competitive weapon in frontier AI.…
CoreWeave Brings Rubin NVL72 Online Before Rivals
A multi-rack Vera Rubin cluster is live. Can CoreWeave power the next wave?
The Market Hasn’t Fully Caught This Yet
September 17, 2026 Bonus Content: SpaceX’s First Starship Cargo Flight Could Make $2 Trillion Look Cheap A note from our…
Revvity Hits a 52-Week High as Healthcare Stocks Slide
At Baird's conference, Revvity backed its H2 backlog conversion story.
Grab Is Buying Atome. Can It Underwrite the Risk?
September 16, 2026 Grab will own distribution and the lending book. Powerful and perilous. Sponsored Forget AI… this is how…
