October 19, 2026 Bonus Content: SoftBank Wants to Own the Guards It Plans to Replace With Robots A note from…
AEP Locked In a 20-Year Google Deal. The Better Buy May Not Be AEP.
A $4 billion contracted plant outside AEP's service territory is a new kind of utility growth, and Bloom Energy is…
Tech Mahindra Surged 18.2% Last Week. AI Was Supposed to Kill It.
Indian software stocks just taught emerging-market investors what happens when a feared disruption arrives more slowly than expected.
Norway’s $2.3T Fund May Buy Defense Stocks It Avoided
When the world’s biggest pool of capital decides a category of business is no longer un-ownable, that is not a…
Nothing Happens Without Copper. Here’s How to Profit.
October 18, 2026 Bonus Content: Intuitive Surgical Reports Tuesday. One Quarter Is Not the Story. A note from our friends…
Fifth Third’s Earnings Are the Loan-Loss Test for Regional Banks Today
FITB reports before the open Monday as the first major bank of the week, carrying $73 billion in Comerica assets…
GE Aerospace Paid $11.75 Billion to Own Its Own Bottleneck
Tuesday's earnings report is the first real test of that bet.
GE Aerospace Is Buying the Bottleneck. That Changes Everything.
There is a queue that never seems to shrink at GE Aerospace. Engines staged at Boeing’s Charleston facility, waiting on…
The Trump memecoin contest is back (my take)
October 17, 2026 Bonus Content: Coca-Cola Just Took KFC Back. This Is How a Moat Works. A note from our…
What Blackstone Is Betting On With Anthropic’s 10% Coupon
Project North Star’s junior debt yield is Wall Street’s latest price on AI compute risk.