Sam Altman had a clear path to a 2026 IPO and walked away from it. That decision, revealed days after…
PepsiCo Just Hit a Fresh 52-Week Low. Q3 Is in One Week.
PEP closed at $126.72 on September 30, 2026, 26% below its February peak. October 8 is the test.
First drill holes ever on ground worked since the 1890s
October 1, 2026 Bonus Content: AMD Is Paying $8.2 Billion to Make Fei-Fei Li Chief Scientist A note from our…
OpenAI Shelved a Model Over Deception. Chip Investors Should Pay Attention.
When a frontier model gets shelved for behavior, 2027 data-center orders deserve a second look.
OpenAI Killed a Finished Model. Now Ask What That Means for $725B in Chip Spending.
The model was ready. It outperformed its predecessor on writing and could complete complex end-to-end tasks without human assistance. It…
Oura Walked Away From a $2.2 Billion IPO It Could Have Closed. That Should Tell You Something.
When a profitable company with four times the demand refuses to price, the window closed on terms, not on interest,…
A prospect that shipped rock three times, then went silent
September 30, 2026 Bonus Content: Oura Is Already a Billion-Dollar Business. It Does Not Need Your Money. A note from…
Job Openings and Consumer Confidence Could Shift October Fed Odds
With the 10-year near a 19-year high, today’s 10am data tests whether Warsh hikes again
Google’s Search Dominance Runs on Defaults, Not Just Quality
On Monday, Alphabet filed two cases at the EU General Court in Luxembourg, seeking to annul European Commission specification measures…
BASF’s €10.3bn Evonik Bid Is Rejected. The Spread That Matters.
Evonik closed at €19.84 on Monday, €2.31 below BASF’s offer price, and the gap shows what the market thinks happens…