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.
The Protein Fiber That Dissolves Chemical Waste From Garment Factories
The garment industry has a chemistry problem that regulators have circled for decades and manufacturers have largely avoided solving. The…
Lockheed Bets Drone Silicon on a Brain-Inspired Chip
Neuromorphic processors are shipping now, and GPS-denied navigation is rewriting the drone bill of materials.
Jeff Bezos will be on his knees
October 13, 2026 Bonus Content: U.S. Refiners Have the Most to Lose If Trump’s Ceasefire Holds A note from our…
JPMorgan and Goldman Report Today. Provisions Matter More Than EPS.
With CCC spreads at four-year wides and the Fed hiking again, reserve moves and card charge-offs tell the real story of Q3 bank earnings.