October 16, 2026 Bonus Content: ASML’s Record Quarter Can’t Close a Two-Year Supply Gap A note from our friends at…
GE Vernova Lands a Major Off-Grid AI Power Deal
Venture Global's frame agreements for up to sixteen 720 MW units put GEV in the middle of a power build-out…
Satellite Confirms: Elon Musk Activating Strange ‘Dark Energy’ Across U.S. South
October 15, 2026 Bonus Content: ExxonMobil Built the Biggest Plastic Recycling Machine. Enzymes May Undercut It. A note from our…
TSMC Just Posted Its Best Quarter Ever
October 15, 2026 Six straight records, a Q4 guide above consensus, and a CEO saying AI demand is “far above”…
CoreWeave Is Borrowing at 9% and Earning Less. The Bond Market Just Said So.
When AI’s biggest infrastructure bet trades at distressed yields, the question isn’t whether the buildout is overbuilt. It’s whether it…
Overhyped AI IPO EXPOSED
October 15, 2026 Bonus Content: Schwab’s Trading Boom Meets a Market That Just Broke A note from our friends at…
Bitcoin Fell 3% Overnight. Ether Traders Paid Most of the Bill.
A 3.7% CPI reading lit the fuse. The $942 million liquidation that followed punished ether far harder than its market…
One buys three homes. The other, a used RV.
October 15, 2026 Bonus Content: PNC and U.S. Bancorp Report Today. The Real Test Is After the Fed. A note…
BofA’s Bad News Is Hiding Something Better
October 14, 2026 Strip out the non-deductible charge and the quarter looks far stronger than the after-hours selloff implied. Analyst…
Meta Is Spending Up to $200 Billion on AI. Does It Pay Off?
With Q3 earnings due Oct. 28 and the IMF warning on AI spending risk, Zuckerberg’s bet could make Meta the…