Meta Jumped 11% on Muse. Wall Street Is Split on What Comes Next.
The investment committee conversation this morning starts with a simple fact and a harder question. Meta shares jumped to $741,…
The investment committee conversation this morning starts with a simple fact and a harder question. Meta shares jumped to $741,…
September 22, 2026 Bonus Content: AMD, Arm, and Intel Reset the AI Trade A note from our friends at Behind…
Zurich investor day set 2029 targets. Do they justify the premium?
September 22, 2026 Bonus Content: The Rare Earth Sticking Point That Could Sink Thursday’s Summit A note from our friends…
September 21, 2026 The policy risk that AI bulls haven’t priced is the one sitting inside the White House. The…
JPMorgan’s data eased launch-day worry, and iPhone Duo pre-orders open October 16.
September 21, 2026 Bonus Content: The Merz Trade Is Cracking. Bunds Have Not Noticed Yet. A note from our friends…
September 21, 2026 Bonus Content: Big Pharma’s Pipeline Is Now Made in China. Does Wall Street Know? A note from…
Equity managers bought Germany on defence spending and reform. Sunday’s state results put the man behind both promises in doubt.
Huang’s unit-volume call is the most testable claim in the AI pacing debate. Three physical constraints will decide whether it holds.