October 29, 2026 Bonus Content: Samsung’s HBM4 Is Now the Tollbooth on Every AI Chip A note from our friends…
Reddit Reports Tonight. Alphabet Already Told Half the Story.
Google’s ad miss looks like AI-driven monetization pressure. Reddit’s Q3 will show whether smaller platforms are benefiting or caught in…
Caterpillar Just Beat Again
October 29, 2026 Caterpillar has become a gatekeeper of the data-center energy build Caterpillar released its third-quarter 2026 results at…
Fortune 1000 brands. Seven-figure contracts.
October 29, 2026 Bonus Content: Lilly’s Obesity Pill Is a Pharmacy-Shelf Product. Today We Find Out If Anyone Is Buying…
T-Mobile Beat Big. The Broadband Play Explains Why.
TMUS's 34% EPS jump and raised guidance point beyond wireless.
Viking’s Oral Phase 3 Makes It a Pricier Prize for Lilly
VKTX launched SUNRISE on Oct. 14. The clock for a Lilly deal is running faster than the market appreciates.
Google Is Selling TPU AI Chips to Oracle. The Revenue Math Is Staggering.
For more than a decade, Google’s Tensor Processing Units were the company’s private edge. Built to keep Google from depending…
Six Wall Street giants, one crypto
October 28, 2026 Bonus Content: Jio Platforms Is Public. Now Comes the Hard Part. A note from our friends at…
KLA’s $190bn Equipment Outlook Meets Memory’s Capital Restraint
Tonight's Q1 report is the first earnings test of whether the chip-equipment industry's boldest spending forecast can survive the memory…
Stablecoin Rules Are Splitting North America in Two
The OCC is courting banks as stablecoin issuers while Canada bans paying yield, and the gap between those two rulebooks…