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The Glass Chip Powering the Next Wave of AI fd3e7813-f9d4-48ae-9975-7b9835d5dc11
  • Newsletters

The Glass Chip Powering the Next Wave of AI

Editor August 30, 2026
August 30, 2026 It fits on a fingertip, runs at the speed of light, and Wall Street...
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31 Days to a Funding Cliff 74f3459d-3819-435b-bf1f-679983ecdcdc
  • Market News

31 Days to a Funding Cliff

Editor August 30, 2026
Two unreconciled CRs, one fiscal deadline, and a data blind spot that could leave the Fed guessing...
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Workday posted its fifth straight EPS beat 471258a4-2dc2-4e0d-b9ac-68fe88f2a64a
  • Newsletters

Workday posted its fifth straight EPS beat

Editor August 30, 2026
August 30, 2026 Workday posted its fifth straight EPS beat and raised margin guidance. The stock still...
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When AI Capex Pays: The Case for MSFT at $492 f536df22-932b-451b-8835-5499055eb1d9
  • Business

When AI Capex Pays: The Case for MSFT at $492

Editor August 30, 2026
Azure's 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it...
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A 50/50 September: How to Position Every Asset Class e5fcea5c-018a-494c-a261-039e6a99779b
  • Top News

A 50/50 September: How to Position Every Asset Class

Editor August 29, 2026
Warsh’s Jackson Hole speech shifted September hike odds to a coin flip. Here is the full trading...
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In at 9:35 AM. Out by 10. 6f55b2b7-7f0f-4d44-ba12-c0ff214311f6
  • Newsletters

In at 9:35 AM. Out by 10.

Editor August 29, 2026
August 29, 2026 Bonus Content: The Surcharge Nobody Put on the Income Statement Sponsored Hey, I’m going...
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Lenacapavir Is Now a Platform. Is GILD Priced for It? b8fa2dce-5684-45f4-acd3-af54ba75f000
  • Economy

Lenacapavir Is Now a Platform. Is GILD Priced for It?

Editor August 29, 2026
Bixlenvo's approval reframes the LOE debate, and the multiple may not yet reflect what lenacapavir is becoming.
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Earnings: Medtronic Into Tuesday 036fed24-2b35-4e16-87a5-88005ac5d067
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Earnings: Medtronic Into Tuesday

Editor August 29, 2026
August 29, 2026 Options imply a 4% move, IV rank is near 79, and call flow is...
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Urgent Briefing: Pre-IPO Opportunity 72332270-c469-4f98-9c4b-9c1038d806ed
  • Newsletters

Urgent Briefing: Pre-IPO Opportunity

Editor August 28, 2026
August 28, 2026 Bonus Content: WDAY Beat Everything. The Backlog Didn’t. Sponsored Dear Reader, A close contact...
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Branded Checkout, Braintree, Venmo: Lores Owns the Math a75e2fd8-77a3-42d4-b429-d4a027806200
  • Business

Branded Checkout, Braintree, Venmo: Lores Owns the Math

Editor August 28, 2026
The $60.50-per-share floor is gone. PayPal’s three businesses must prove their worth on their own.
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  • The Glass Chip Powering the Next Wave of AI
  • 31 Days to a Funding Cliff
  • Workday posted its fifth straight EPS beat
  • When AI Capex Pays: The Case for MSFT at $492
  • A 50/50 September: How to Position Every Asset Class
  • In at 9:35 AM. Out by 10.
  • Lenacapavir Is Now a Platform. Is GILD Priced for It?

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