Get Out: The Next Six Months Destroy America
A note from our friends at MarketWise(ad) Editor’s Note: With the market in turmoil, one of America’s best connected financial…
SpaceX Is 34% Off Its High. Two More Unlocks Hit in October.
Most stocks pull back for reasons nobody can predict in advance. SpaceX is not most stocks right now. SPCX is…
Nscale’s $103 Billion Backlog Is Mostly Unbuilt. That Is the Bet.
The neocloud NYSE filing asks investors to fund infrastructure not yet built, backed by contracts that can be cancelled if delivery slips.
Nu Holdings Gets a Goldman Upgrade. Can Brazilian Banking Work in America?
Goldman’s $23 target assumes cheap U.S. deposits. The economics are harder than the stock price suggests.
This tiny piece of glass could be bigger than GPUs
A note from our friends at Brownstone Research(ad) Hi, Take a look at this… It’s smaller than a fingertip… It’s…
Akamai Got $11.6B From Anthropic. It Also Gave Away a Piece of Itself.
The warrant Akamai handed its biggest customer changes the risk profile of this deal in ways the stock move alone doesn’t capture.
PANW Found 14,090 Holes It Cannot Fully Plug
Here is the tension at the center of every PANW bull thesis right now. Palo Alto Networks used frontier AI…
Pacific Power Set a Price Tag for AI Power. Others May Follow.
Oregon’s new data center cost rule signals pressure at SO, AEP, D.
Bezos… DOOMED
September 24, 2026 Bonus Content: Darden Just Reported. Options Priced an 8% Move Either Way. A note from our friends…
Pacific Power Set a Tough New Data Center Billing Rule
A rate deal that flew under most investors’ radar this week carries real consequences for every utility that serves hyperscalers.…