SoftBank’s Default Insurance Just Hit a Four-Year High
A $40 billion bridge loan matures in March 2027, and credit is driving the debate
If America Freezes Data Centers, Nvidia Still Wins Abroad
Washington is suddenly the biggest risk to the data center complex, and the market is treating it that way. Thursday’s…
ASML Is Down 8% Today. The Business Hasn’t Changed.
Democrats swept Congress, and traders just got a cheaper ASML.
The perfect stock to own right now?
November 5, 2026 Bonus Content: Cloudflare Heads Into Earnings on a Sector Mined With 18% Craters A note from our…
The Dow Rose 3% and Nvidia Fell 3%. That Split Is the Whole Story.
One election result, two completely opposite verdicts: what the market is actually repricing when Seoul loses $144 billion and Europe hits a record on the same day.
Atlassian Has Beaten by 24% to 85% Four Quarters Straight.
Atlassian (TEAM) reports fiscal first-quarter 2027 results tonight after the close, with the call set for 5pm ET. Analysts expect…
AMD Has $11.5 Billion of Inventory Riding on 2027
Data Center revenue rose 97% in Q3. The test is whether $17B of Q4 guidance turns stock into cash.
My #1 coin: Wall Street just moved in
A note from our friends at Crypto 101(ad) Dear Investor, Here’s a list worth reading slowly. a16z crypto. The London…
Democrats Flipped Both Chambers. Here Is Where Money Goes.
A one-month-low dollar and a 2.4% Nasdaq-100 futures swing diverge. Only one should drive your positioning.
Adobe’s New CEO Walks In as a Free Photoshop Waits Outside
Adobe’s December 1 leadership handoff is arriving at the worst possible moment. Anil Chakravarthy becomes president and CEO that day,…