Seoul's circuit breakers and Tokyo's Topix divergence show which stocks the world is selling, and why.
Silver Institute: AI is supporting silver consumption
October 15, 2026 Bonus Content: Nvidia Lost Half Its China Market. Does CUDA Go With It? A note from our…
Zuckerberg’s $200B AI Check: What Meta Must Earn Back
Mark Zuckerberg admitted something last week that most CEOs would never say on a podcast. He said Meta committed to…
BlackRock Beat Estimates by 11% This Morning
Adjusted EPS of $15.93, $7.75B in revenue, and $15.5T in AUM
CPI at 0.6% With Brent at $106 Tests Williams
The 2s/10s, the dollar, and equities hinge on whether inflation backs the Fed's path.
Geologists are following the plumbing beneath these old workings
October 13, 2026 Bonus Content: The Coating That Lets Old Steel Carry Tomorrow’s Fuel A note from our friends at…
The Coating That Lets Old Steel Carry Tomorrow’s Fuel
Diamond-like carbon and graphene-composite barriers are solving the iron pipeline problem that quietly blocks the hydrogen economy.
Amazon Is Paying $7 Billion for Decart’s AI Chip Software
October 13, 2026 Decart’s chip-bridging software could make Trainium easier to adopt. The most important sentence in the Wall Street…
Micron and SanDisk Both Fell. Only One Had a Real Reason To.
CXMT’s DRAM claim hit memory stocks, but SanDisk sells NAND and Seagate sells hard drives, so sort the mispricing from…
In at 9:35 AM. Out by 10.
October 13, 2026 Bonus Content: Jio Platforms Built a $106 Billion Business in a Decade. Here Is What That Took.…