Apple Cut iPhone 18 Pro Orders. Now Comes the Fight Over Who Eats the Loss.
The question inside technology funds this week is not whether Apple is selling fewer iPhone 18 Pros than expected. The…
Broadcom Is Arranging $50 Billion in AI Chip Financing. The Stock Trades at 19x Forward Earnings.
The OpenAI chip plan puts Broadcom at the center of AI hardware finance, while its valuation has quietly compressed.
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October 10, 2026 Bonus Content: Crown Castle Jumped 13% on a SpaceX Lease That Does Not Exist Yet A note…
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October 10, 2026 Bonus Content: The Veto Is Not a Strategy: Why $5 Trillion in AI Spending Needs More Than…
GM Sold Only 3.8% of Its Cars as EVs Last Quarter. Now Comes the Bill.
The tax credit is gone, the battery plant sat idle for months, and Toyota is closing in on GM’s U.S. sales crown one hybrid at a time.
Nvidia’s 2027 Chip Math Just Changed
October 9, 2026 OpenAI’s annualized revenue run rate is closer to $50B, not ~$70B Every major chip order forecast for…
Lilly’s Next Drug Posted Record Weight Loss. Filing Due Q1.
Retatrutide posted the biggest Phase 3 weight loss on record. Q3 earnings call is Oct. 29.
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October 9, 2026 Bonus Content: Broadcom Is Now Its Own Customer’s Banker. AVGO Fell 4% on That News. A note…
Nvidia and Firmus Couldn’t Sell a $30 Billion AI Dream
Firmus pulled its A$7.1bn IPO, and Maas Group fell 22%, showing how sharply investor appetite for AI infrastructure listings has narrowed.
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