Duolingo Told Citi Its Revenue Slowdown Is Intentional
At the Global TMT Conference, von Ahn framed the DAU race to 100 million as the only metric that matters right now.
BlackRock’s $26 Billion Private Credit Fund Keeps Turning Investors Away. The Real Question Is Why.
The number that landed in a regulatory filing Friday is, on its face, encouraging. Investors in BlackRock’s HPS Corporate Lending…
BlackRock’s $26 Billion Private Credit Fund Keeps Turning Investors Away. The Real Question Is Why.
Three straight quarters of gating at the HPS Corporate Lending Fund has opened a debate: orderly queue or early warning on floating-rate debt?
Is Your Wealth About to Be “Reset”?
A note from our friends at MarketWise(ad) Editor’s Note: The Financial Times says, “the unimaginable is becoming imaginable”… and the…
A BOJ Rate Hike Threatens Japan’s Appetite for US Treasuries
Markets must price the Fed on Sept. 16 and the BOJ on Sept. 18, and the bigger risk sits in the bond market, not the yen.
Google Found Its Nuclear Power. NuScale Still Can’t Find a Customer.
September 12, 2026 Google Found Its Nuclear Power A 22-year Finnish reactor deal and a brutal UBS downgrade Two pieces…
Eli Lilly Is Turning Its Obesity Billions Into a New Company
GLP-1 cash flow is funding bone health, endometriosis research, and a global pill rollout, a masterclass in converting one franchise into many.
Monday Could Change Everything for You
September 11, 2026 Bonus Content: Campbell’s Cut Its Dividend 36%. Now Comes the Harder Question. A note from our friends…
Copart Is Spending $1.9 Billion to Own the Full Life of Every Car
Its biggest acquisition buys data and pricing intelligence. Does that extend the compounding runway?
Chip Sales Flashed a Warning, but KLA Says the Cycle Is Fine
September 11, 2026 SIA shows July chip sales rose, while UBS sees memory volatility. Here’s how investors are reconciling them.…