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…
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…
Chevron’s Next Buyout?
The Next Big Energy Play (It’s Not Oil) In Today’s News 👀 A strange black rock sits at CIA HQ.…
This Buyout Case Is Getting Hard to Ignore
October 28, 2026 Viking Therapeutics trades at $3.1B with roughly $1B in cash, four active Phase 3 trials, and a…
PANW Owns Identity. Zscaler Is the SASE Gap It Cannot Ignore.
Palo Alto Networks does not lack ambition. In fiscal 2026 alone it closed CyberArk, Chronosphere, Koi, and Portkey, a buying…