For the past year, the AI infrastructure story ran in one direction: bigger. OpenAI has committed to gigawatt-scale campuses. Anthropic…
Nike Reports October 1 at a 12-Year Low. What Bulls Need to See.
With its S&P 100 exit effective Sept. 21, Q1 FY2027 is the first big test of Elliott Hill's turnaround.
BlackRock and Vanguard already own THIS
A note from our friends at The Oxford Club(ad) Dear Reader, Wall Street may have already locked up the cheapest…
Netflix Is Down 46% From Its High. The Ad Business Is the Entire Argument.
Wells Fargo cut its target to $57 on engagement fears. Other analysts disagree. Here is what the next session tells…
Alphabet Is Buying the Land and the Power That AI Runs On
September 19, 2026 A €13B bet on Finland, a nuclear plant deal through 2050, and a new voice model for…
Three Major Airlines Cut Flights to Offset Fuel Shock
American, United and Southwest opt for capacity trims as jet fuel hits $4.71 a gallon.
The Army’s next order: generate electrons
A note from our friends at The Oxford Club(ad) Dear Reader, A microreactor just generated neutrons at Idaho National Laboratory.…
Apollo’s $20B DePuy Synthes Bid Tests Big PE Buyouts
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…