Elon Musk’s AI Agent Could 70X Investors’ Money
A note from our friends at Brownstone Research(ad) Editor’s Note: Former tech executive Jeff Brown picked Nvidia in 2016. It’s…
Evonik Rejected BASF’s Bid. RAG-Stiftung May Decide What’s Next.
Evonik closed at €19.84 and BASF’s reported €22.15 offer was rejected. The key question is whether RAG-Stiftung will support any deal terms.
Pharma Is Turning IV Drips Into Injections to Dodge the Patent Cliff
There is a $300 billion problem sitting inside the world’s largest drug companies, and the industry’s answer to it is…
Chinese AI Models Took 57% of Developer Tokens. Who Keeps the Margin?
When price beats performance on the platforms where developers route real work, ask which layer of the AI stack still earns a defensible return.
They May Rename Silicon Valley After This
September 28, 2026 Bonus Content: Mirum’s Phase 3 Hepatitis Delta Data Drops Before the Bell A note from our friends…
This Nor’easter Hits Travelers’ Bottom Line in Three Weeks
A rare September nor’easter is still battering the Jersey Shore. The damage will land directly in Travelers’ Q3 results on October 16.
Nurses Spend Hours a Day Charting. AI Is Clawing Time Back.
September 27, 2026 Ambient scribes and predictive staffing are taking on real admin work in hospitals now, and early results…
MGM Resorts Could Buy Back 27% of Itself. The Price Has to Be Right.
A potential bid for People Incorporated would function as a massive share repurchase wrapped inside a media acquisition, and the math is what matters.
Why Did Trump Just Ban America’s Most Powerful AI?
A note from our friends at Banyan Hill Publishing(ad) Why Did Trump Just Ban America’s Most Powerful AI? It’s not…
Lilly Just Crashed Novo’s Party in Once-Weekly Insulin
Onswik’s FDA approval ends Novo Nordisk’s six-week run as the only once-weekly basal insulin on US pharmacy shelves.