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…
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.
September 20, 2026 Bonus Content: Nscale’s $103 Billion in Contracts Has a $1 Billion Problem A note from our friends…
Jensen Huang did not hedge. Speaking to reporters on the sidelines of an AI summit convened by King Charles III…
Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms now believe.