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.
Carnival’s Guide, Not Its Numbers, Is What Matters Tuesday
September 26, 2026 With fuel costs already in the Q3 setup, the trade hinges on whether management holds full-year earnings…
UBS Is Threatening to Leave Switzerland. Read the Threat Carefully.
The merger-with-a-foreign-bank talk that moved markets this week is most likely leverage, not a plan. But the wealth business at stake is real enough to make Morgan Stanley nervous.
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.