TSMC’s Construction Problem Is Bigger Than Four Deaths
The question investors are asking this morning is whether the tragedy at TSMC’s Kaohsiung site is a contained accident or…
Elon Musk: This Could be 180 Times Bigger than SpaceX IPO
October 21, 2026 Bonus Content: OpenAI Is Buying the Software That Runs Drug Trials A note from our friends at…
Boeing’s 737 MAX 10 Is Certified. 1,555 Orders Can Finally Ship.
FAA approval Tuesday turns parked jets into cash, with first deliveries targeted for 2027 and a backlog that is more than 30% of MAX orders.
The AI breakthrough hiding in Amazon’s warehouses
A note from our friends at The Oxford Club(ad) Dear Reader, Amazon built a robot that can “feel.” Not emotions…
Silence Therapeutics Got 130% Over Market. Now Institutions Are Pricing the Next RNA Bid.
Merck KGaA’s $1.3 billion all-cash deal arrived days after Beijing moved to curb foreign takeovers of Chinese siRNA platforms.
BHP Produced Less Copper the Week It Hit an All-Time High
October 20, 2026 With output down 19% and cash copper at $14,822 a tonne, investors face a choice the quarterly…
Ray Dalio: “There Will Be No Privacy…”
October 20, 2026 Bonus Content: Silence Therapeutics Got 130% Over Market. Now Institutions Are Pricing the Next RNA Bid. A…
Elon Musk: This Could be 180 Times Bigger than SpaceX IPO
October 20, 2026 Bonus Content: Samsung and SK Hynix Are Losing Their Grip on Memory Pricing A note from our…
NiSource Is Becoming the Landlord of the AI Buildout
Microsoft quit a U.K. data center over grid delays, but it just locked in 20 years of Indiana power. The real compounders may sit behind the meter.
Nscale Lost Microsoft. Hyperscaler Letters Need Power.
The question portfolio managers were already asking quietly is now loud. Microsoft has terminated its anchor tenant agreement at Nscale’s…