TSMC Entering Musk’s Orbit Leaves Intel With Less to Stand On
The question institutional investors are sitting with this Monday morning is not whether TSMC and Terafab will reach a deal.…
The tiny morning crawl that would have produced $529 before lunch
A note from our friends at Media Pub(ad) When news broke overnight about China’s Moonshot AI unveiling its new model……
Since 2000, Gold Is up 1,395%. The S&P Is up 425%.
October 5, 2026 Bonus Content: Delfin’s 17.6% Stake Just Made the Monte dei Paschi Vote a Done Deal A note…
TSMC’s Texas Gambit Could Remake Its Business Model
A single-customer fab for Tesla, SpaceX and xAI would be new.
Corporate Bond Spreads Are Widening. Equities Have Not Noticed Yet.
The calm corner of the market is no longer calm. Global credit markets have started to show signs of caution,…
Amazon Is the Hedge Fund Consensus. Here Is What the Numbers Say.
Viking Global tripled its stake. Renaissance added $546M. Q2 13F filings show Amazon as a major accumulation story heading into Q4.
Check your 401(k) statement for this
October 4, 2026 Bonus Content: Nvidia Wants Lenders to Trust a Chip They Can’t Value A note from our friends…
Valero Reports October 22. Margins Surged. The Stock Hasn’t Caught Up.
Q2 adjusted EPS of $12.54 beat estimates by about 24%, renewable diesel swung to a $717 million profit, and Q3 consensus is around $18 per share. VLO trades at about 17 times trailing earnings.
China’s chokehold ends here (Elon’s next target?)
October 4, 2026 Bonus Content: Gold ETF Buyers Are Staying. The Price Isn’t Following. A note from our friends at…
onsemi Paid $1.3 Billion Less for Synaptics. That’s the Point.
The revised deal shifts to cash, adds earnings on day one, and a rival bid confirms what these assets are worth.