A surprising “AI Retirement” idea from a former WSJ reporter
October 16, 2026 Bonus Content: IonQ’s $2 Billion Deal Has a Tell. The Warrants Are It. A note from our…
Schwab Posted Its Best Quarter Ever. Then the Stock Fell 4%.
Record revenue, record client assets, a 29% jump in adjusted EPS, and the market focused on the three words management used about guidance.
COP Reports November 5. Perovskite Is the Subtext.
On October 6, researchers at UNSW Sydney and Chinese module maker UtmoLight set a certified large-scale perovskite efficiency record that…
Nvidia’s China Revenue Has Nearly Vanished. The Model Still Needs Explaining.
IDC data shows the loss. Investors still need to know how much the forward outlook quietly depends on China returning.
Are you reading the AI boom completely wrong?
A note from our friends at Weiss Ratings(ad) Dear Reader, A lot of investors are looking at the AI boom…
Bending Spoons Rose 45% as Tech Slid. Why Berkshire Bought More
With $930 million committed since July, Berkshire is betting on a Milan roll-up built to turn subscriptions into cash, not chase the AI trade.
Tesla’s Roadster Reveal Is Tonight. Two Bets Collide in TSLA Options.
Two distinct theses are sitting inside the same ticker tonight, and the options market is threading an uncomfortable needle between…
Zuckerberg’s $200B AI Check: What Meta Must Earn Back
The capital-allocation decision of this generation isn’t whether AI works. It’s whether Meta can earn back what it spent.
Please Do It Right Now
October 14, 2026 Bonus Content: Supertanker Rates Are Rolling Over. Nine Shipping Stocks Have Already Doubled. A note from our…
Amazon Backed the VAT Plan That Could Save High Streets
Healey’s move to make marketplaces collect VAT at source shows where a squeezed Treasury may look next.