Google Found Its Nuclear Power. NuScale Still Can’t Find a Customer.
September 12, 2026 Google Found Its Nuclear Power A 22-year Finnish reactor deal and a brutal UBS downgrade Two pieces…
Eli Lilly Is Turning Its Obesity Billions Into a New Company
GLP-1 cash flow is funding bone health, endometriosis research, and a global pill rollout, a masterclass in converting one franchise into many.
Monday Could Change Everything for You
September 11, 2026 Bonus Content: Campbell’s Cut Its Dividend 36%. Now Comes the Harder Question. A note from our friends…
Copart Is Spending $1.9 Billion to Own the Full Life of Every Car
Its biggest acquisition buys data and pricing intelligence. Does that extend the compounding runway?
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.…
The one-page filter for smarter options trades
September 10, 2026 Bonus Content: Anthropic Is Spending $135 Billion It Hasn’t Borrowed Yet A note from our friends at…
Chip Sales Flashed a Warning, but KLA Says the Cycle Is Fine
SIA shows July chip sales rose, while UBS sees memory volatility. Here’s how investors are reconciling them.
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…
Apple’s iPhone Duo Costs $1,999. Who Pays the Memory Bill?
Apple held the Duo at $1,999, then leaned on the storage ladder. The December quarter is the test.
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…