The warehouse giant is scaling AI infrastructure. The balance sheet math deserves scrutiny before Q3 earnings on October 15.
The Real AI Money Is Not in the App
A note from our friends at The Oxford Club(ad) Dear Reader, Most people are looking at AI the wrong way.…
What Lennar Just Warned About
September 17, 2026 With new orders down 9% and the delivery target cut again, the Q3 report shifts the debate…
Amazon Pays More Right When the Fed Says That’s the Problem
A $1.5 billion wage commitment landing on the same day as the Fed’s first rate hike in three years puts…
Boost your retirement with this AI stock starting 9/29/26
September 17, 2026 Bonus Content: J.B. Hunt Lost 13% in a Day. The Diesel Shock Spreads. A note from our…
Prices at a 4-Year High, Activity Fading: What Warsh Decides Next
The Empire State prices paid index hit 63.1, the highest since July 2022, ahead of a Fed decision that markets…
D.C. Wants Experienced Drone Makers. This One Has 25 Years Behind It.
September 16, 2026 Bonus Content: Dave & Buster’s Lost $12.5 Million Last Quarter. The Real Problem Is What Stopped Paying.…
Alignment Healthcare’s Cost Warning Puts the MA Sector on Notice
September 16, 2026 What John Kao and Jim Head said at Baird matters beyond ALHC, with Q3 reports weeks away.…
Grab Is Buying Atome. Can It Underwrite the Risk?
Grab will own distribution and the lending book. Powerful and perilous.
I Paid $5,000 to Hear Elon Say This
September 15, 2026 Bonus Content: Axon’s $15.1 Billion Backlog Is a Software Business in Disguise A note from our friends…