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.…
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September 10, 2026 Bonus Content: Anthropic Is Spending $135 Billion It Hasn’t Borrowed Yet A note from our friends at…
Brent Shoots Above $101
September 10, 2026 Ukraine’s strike adds a different supply risk than US-Iran tensions, and the market is treating them as…
Have you noticed this weird daily anomaly?
September 9, 2026 Bonus Content: Salesforce’s Predictive Analytics Push Is a Pricing Experiment A note from our friends at Media…
Amgen’s Drop: A Drug Class Under Fire
September 9, 2026 Citi says the Lp(a) hypothesis is weakened. The market is treating Amgen and Eli Lilly as the…
Elon Musk’s Shocking Revenge
September 8, 2026 Bonus Content: Nvidia’s Rubin Chip Has a Memory Problem A note from our friends at Brownstone Research(ad)…
SoftBank’s Record 4.75% Bond Found Buyers in Japan
September 8, 2026 What it means when retail savers finance a massive AI bet The question at the center of…
Closer to Home: Chasing America’s Metals Gap
September 8, 2026 Bonus Content: UBS Flipped to Two Fed Hikes. Its Equity Call Deserves Scrutiny. A note from our…
OPEC+ Froze October Output. The Spare Capacity Question Matters.
September 7, 2026 OPEC+ Froze October Output. After months of quota hikes, the 31.01m bpd pause may say more about…
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September 7, 2026 Bonus Content: Anthropic’s IPO Delay Is the Institutional Demand Signal Nobody Wants to Name A note from…