HCA’s AI Scheduler Is Saving Money and Angering Nurses
The Palantir-powered Timpani rollout spotlights a key question: whose judgment the algorithm actually replaces.
Chaikin: My top AI stock for October
A note from our friends at MarketWise(ad) Editor’s Note: We’re delighted to bring you the latest stock pick from our…
A Dormant Copper Mine Reawakens
October 7, 2026 Bonus Content: The Nikkei Looks Cheaper Than the Nasdaq for AI. The BOJ Could Change That. A…
Informa Just Shed Its Publishing Past. What’s Left Matters.
Dropping Taylor & Francis and buying Clarion turns Informa into a pure-play events business. Whether that focus creates lasting value depends on what Blackstone’s exit tells you.
Ithaca Energy’s $860m Canada Bet: Growth Engine or Liability Trap?
The North Sea producer is buying into Newfoundland offshore oil. The math is compelling. The liabilities are not nothing.
Nvidia at a Record. Three Pension Giants Think the Nasdaq Is Now Just Three Stocks.
On Monday, the Nasdaq Composite closed at a record 27,477. Nvidia posted its first all-time-high close since May, up roughly…
This May Be the Moment Before the Move
A note from our friends at The Oxford Club(ad) I’m going to be blunt. If this story is real in…
Vistra’s $4.2 Billion Federal Loan Creates a Two-Tier Nuclear Market
Cheap government credit resets how analysts must value merchant nuclear operators who do not have one.
Elon’s Social Security Reset?
October 6, 2026 Bonus Content: Vistra’s $4.2 Billion Federal Loan Creates a Two-Tier Nuclear Market A note from our friends…
Four Companies Control the Grid’s Chokepoint. New Factories Won’t Help Until 2030.
The binding constraint behind transformer lead times is not steel or capital — it is a 15,000-person workforce that winds copper coils by hand.