September 26, 2026 CFIUS is being redesigned in real time. $120B is already committed. The numbers are not subtle. Sovereign…
The Robot Math Only Works in Some States
September 26, 2026 Sweetgreen has the data. Your zip code decides if it applies. The question fast-casual chains have been…
Urgent Prediction: Trump’s team is moving on this $5 stock
September 26, 2026 Bonus Content: Three Numbers That Separate Bounce-Back Stocks A note from our friends at The Oxford Club(ad)…
The Beginners Guide to 11-Hour Option
September 26, 2026 Bonus Content: Xi Left Washington With a Truce Extension. Monday’s Trade Paper Is the Real Test. A…
Why Did Trump Just Ban America’s Most Powerful AI?
September 26, 2026 Bonus Content: Meta Near $2 Trillion Has a Security Problem Traders Cannot Ignore A note from our…
New Chip Tech Uses 40% Less Power, Performs up to 100x Better
September 26, 2026 Bonus Content: SpaceX Has Given Back All Its Post-IPO Gains. October Will Test That. A note from…
Nscale’s $103 Billion Backlog Is Mostly Unbuilt. That Is the Bet.
The neocloud NYSE filing asks investors to fund infrastructure not yet built, backed by contracts that can be cancelled if…
Palantir Nearly Doubled Revenue and the Stock Has Barely Budged
September 25, 2026 Record bookings, 82% growth guidance, and a 160x multiple walking into Q3 earnings. One of those things…
Consumers Feel Worse Than During 2008
September 25, 2026 Americans are more anxious than at almost any point in modern history. Both releases are in. The…
Oracle and Akamai Just Showed Which AI Companies Will Survive
Two filings on Sept. 24 show who can fund AI with cash flow