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…
Sysco’s $29 Billion Deal Shows What EPS Accretion Costs
$1B stock sale at a discount, $21B debt, buybacks paused
Why Gold and Copper are Turning Heads Right Now
September 15, 2026 Bonus Content: United Found Eight Routes Nobody Else Flies A note from our friends at Resource Stock…
The 10-Year Treasury at 5.02% Just Handed Traders a Forced Rotation
With yields near a 19-year high and the FOMC meeting underway, the bond market is doing the sector sorting for…
OpenAI Stays Private. Anthropic Heads to Nasdaq. What That Split Means for AI Investors.
Sam Altman has now put a reason on the record. In an interview with Fortune published over the weekend, he…