September 28, 2026 Chinese AI Is Now Cheaper. Who Still Makes Money? Developers are routing real work to Chinese models.…
Micron Reports Wednesday. $31 EPS Is the Floor.
With Q4 earnings on September 30 and guidance already at $50 billion, the question is how far above the bar…
The 44 Year Low Nobody Reported
September 27, 2026 Bonus Content: The Cloud Bill That Is Quietly Killing SaaS Startups A note from our friends at…
Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.
A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.
Amazon’s Prime Badge Is Now a Weapon for Any Storefront
Two moves in the same week tell a cleaner story than either does alone. On September 21, 2026, Amazon blocked…
ADARx Opened at $22. It’s Already at $19. Is ADRX Worth Buying Now?
The biotech IPO class of 2026 has held up better than expected. ADARx’s first-week fade puts that promise to the…
Tired of Overpriced Tech? Here’s a $4 Trillion Opportunity
A note from our friends at The Cheap Investor(ad) Hi, While Big Tech has soared, some investors are pivoting to…
Siemens Is Reorganising Around Software. What Must Show Up in the Numbers.
Roland Busch is betting factory hardware plus AI can lift margins. The accounts will tell us if it is working.
Anthropic Has Its First Profit. Now Comes the Hard Part.
September 26, 2026 A $559 million operating gain on $10.9 billion of revenue The prospectus is due any day. The…
Is Your Wealth About to Be “Reset”?
September 26, 2026 Bonus Content: Siemens Wants Tech-Company Profits From Industrial Hardware A note from our friends at MarketWise(ad) Editor’s…