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.…
India’s NSE Listed Today. Here Is What the Flat Open Actually Tells You.
This ₹22,562-crore IPO was 100% secondary. That changes how you should read the debut.
Iberdrola Is Selling Half of a £4bn Wind Farm. Is That Good for the Dividend?
When utilities fund payouts by selling assets rather than earning more, income investors need to know the difference.
Man Who Predicted COVID 19 Crash Warns of New Crisis
A note from our friends at Paradigm Press(ad) Below is an important message from one of our highly valued sponsors.…
Viking’s Obesity Drug Can Work on a Monthly Schedule
Tuesday’s data didn’t just show weight loss. It showed weight loss you don’t have to chase every week.