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Everyone’s Buying AI Chips. Almost Nobody Owns the Outlet. 14dc6088-fff1-40cb-852c-2b66a50b7adc
  • Newsletters

Everyone’s Buying AI Chips. Almost Nobody Owns the Outlet.

Editor September 10, 2026
September 9, 2026 Bonus Content: AMD’s Data Center Revenue Doubled. The Test Is Margins. A note from...
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Bessent Told Yen Shorts to Quit. How to Trade What’s Next. 96428ace-6566-4521-bd6c-8ec81b3ebf3d
  • Economy

Bessent Told Yen Shorts to Quit. How to Trade What’s Next.

Editor September 10, 2026
A falling dollar alongside rising US rate-hike odds is the week’s biggest anomaly, and Tokyo’s yen defence...
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Apple’s Foldable iPhone Arrives Today. History Says Sell the News. 38325edc-ce83-48a3-8179-f4568ad3324d
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Apple’s Foldable iPhone Arrives Today. History Says Sell the News.

Editor September 9, 2026
September 9, 2026 AAPL enters its biggest launch day in a decade At 1pm ET today, John...
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Oracle Reports Tomorrow. A $638 Billion Backlog Says the Selloff Is Misreading the Risk. aafea0cb-f7a5-4a21-9a0c-411a767ba082
  • Market News

Oracle Reports Tomorrow. A $638 Billion Backlog Says the Selloff Is Misreading the Risk.

Editor September 9, 2026
The stock is down nearly 20% in 2026 over capex fear. Wednesday's Q1 earnings could determine whether...
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Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer 199ee4ff-a9d5-4536-90de-83d399fa90b2
  • Newsletters

Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer

Editor September 9, 2026
September 9, 2026 Bonus Content: Airbus Cuts China Jet Demand by 470 Planes. What That Means for...
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The AI Era Is Laying Its Railroads Right Now c4c1ead8-eb1c-4503-a1d9-74aae9a9106d
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The AI Era Is Laying Its Railroads Right Now

Editor September 9, 2026
September 8, 2026 Bonus Content: UNH Is Earning More by Serving Fewer People. November Will Test It....
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Amgen’s 10% Drop Is a Question About Science, Not Just One Drug 8d447bd6-6b61-474c-a450-99b3c2edd201
  • Top News

Amgen’s 10% Drop Is a Question About Science, Not Just One Drug

Editor September 9, 2026
Citi says the Lp(a) hypothesis is weakened. The market is treating Amgen and Eli Lilly as the...
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Micron’s Taiwan Fabs Are on Strike Watch. 2f914d04-4c3c-4604-86a7-8e84fc458e3a
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Micron’s Taiwan Fabs Are on Strike Watch.

Editor September 8, 2026
September 8, 2026 With 10,000 unionized workers demanding 15% of operating profit Markets don’t need a strike...
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Tradeweb’s August Shows Who Wins When Bonds Sell Off d5db1d99-4858-4868-8aec-c68f0722b925
  • Economy

Tradeweb’s August Shows Who Wins When Bonds Sell Off

Editor September 8, 2026
US government bond volumes jumped 29% year over year, but the real question is whether August’s 4.5%...
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Are People Looking at the Wrong AI Trade? 05a43e26-a383-47f7-93d7-cbbc56b12035
  • Newsletters

Are People Looking at the Wrong AI Trade?

Editor September 8, 2026
September 8, 2026 Bonus Content: Amazon’s Cargo Crash Did Not Move Its Stock. That Is the Story....
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Recent Posts

  • Everyone’s Buying AI Chips. Almost Nobody Owns the Outlet.
  • Bessent Told Yen Shorts to Quit. How to Trade What’s Next.
  • Apple’s Foldable iPhone Arrives Today. History Says Sell the News.
  • Oracle Reports Tomorrow. A $638 Billion Backlog Says the Selloff Is Misreading the Risk.
  • Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer
  • The AI Era Is Laying Its Railroads Right Now
  • Amgen’s 10% Drop Is a Question About Science, Not Just One Drug

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