Grid Crisis Threatens Crash 62 Times Worse Than Great Depression
September 23, 2026 Bonus Content: Nvidia’s Multiple Has Collapsed. The Market Is Betting Huang Is Wrong. A note from our…
Viking’s Obesity Drug Can Work on a Monthly Schedule
Tuesday’s data didn’t just show weight loss. It showed weight loss you don’t have to chase every week.
Arm Up 17%, Intel Up 12%: Nebius Just Told You Where to Trade Next
AMD grabbed the headline, but Nebius’s October CPU hike points at Arm and Intel.
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,…
Every Time Musk Needs a Company, He Buys It
September 22, 2026 Bonus Content: AMD, Arm, and Intel Reset the AI Trade A note from our friends at Behind…
On Running Wants Investors to Buy Its Next-Brand Pitch
Zurich investor day set 2029 targets. Do they justify the premium?
Copper is at Record Highs: Don’t Miss This Small-Cap
September 22, 2026 Bonus Content: The Rare Earth Sticking Point That Could Sink Thursday’s Summit A note from our friends…
Nvidia Is Now the Trump Administration’s AI Policy Desk
September 21, 2026 The policy risk that AI bulls haven’t priced is the one sitting inside the White House. The…
Apple’s iPhone 18 Pro Lead Times Jumped in Week Two
JPMorgan’s data eased launch-day worry, and iPhone Duo pre-orders open October 16.
AI Investors Should Get Ready for a BIG Surprise
September 21, 2026 Bonus Content: The Merz Trade Is Cracking. Bunds Have Not Noticed Yet. A note from our friends…