The model was ready. It outperformed its predecessor on writing and could complete complex end-to-end tasks without human assistance. It…
Oura Walked Away From a $2.2 Billion IPO It Could Have Closed. That Should Tell You Something.
When a profitable company with four times the demand refuses to price, the window closed on terms, not on interest,…
A prospect that shipped rock three times, then went silent
September 30, 2026 Bonus Content: Oura Is Already a Billion-Dollar Business. It Does Not Need Your Money. A note from…
Job Openings and Consumer Confidence Could Shift October Fed Odds
With the 10-year near a 19-year high, today’s 10am data tests whether Warsh hikes again
Google’s Search Dominance Runs on Defaults, Not Just Quality
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…