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.
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…