October 29, 2026 Bonus Content: Apple’s Chip Gap Is the Acquisition It Can’t Ignore A note from our friends at…
This FedEx package could help swing the vote
October 29, 2026 Bonus Content: Chipotle Beat on Revenue. The Margin Slide Is the Real Problem. A note from our…
Nvidia Already Works With Astera Labs. The Next Step Is to Own It.
Nvidia has spent 2026 buying every layer of the AI stack it does not already dominate: a long-term partnership with…
Walmart Already Owns a Slice of Symbotic. The Delays Make the Full Deal More Logical.
The conventional case for Walmart acquiring the rest of Symbotic runs like this: vertical integration locks down proprietary robotics, eliminates…
the hard part nobody talks about
October 29, 2026 Bonus Content: Prologis Has 5.8 GW in Pipeline. Digital Realty Runs 3.1 GW. A note from our…
Prologis Has 5.8 GW of Power. Digital Realty Has 7+ GW More.
With SEGRO still in regulatory limbo, the next move targets what Prologis needs: proven data center scale.
Why overnight news headlines won’t ruin your morning
October 29, 2026 Bonus Content: ECB Holds Today. December Is the Decision That Matters. A note from our friends at…
The early AI winners were obvious in hindsight
October 29, 2026 Bonus Content: Fortinet Fell Over 25% on a Beat. Cybersecurity’s Valuation Problem Is Now Everyone’s Problem. A…
Studios rarely spend twice on a guess
October 29, 2026 Bonus Content: Nvidia Fell While the Nasdaq Rose. That Gap Is the Risk. A note from our…
Mastercard’s Numbers This Morning Tell You Whether to Hold Consumer Stocks Into the Holidays
Visa beat and fell anyway two days ago. Now Mastercard's cross-border volumes will show whether that selloff was about one…