VKTX launched SUNRISE on Oct. 14. The clock for a Lilly deal is running faster than the market appreciates.
Google Is Selling TPU AI Chips to Oracle. The Revenue Math Is Staggering.
For more than a decade, Google’s Tensor Processing Units were the company’s private edge. Built to keep Google from depending…
Six Wall Street giants, one crypto
October 28, 2026 Bonus Content: Jio Platforms Is Public. Now Comes the Hard Part. A note from our friends at…
KLA’s $190bn Equipment Outlook Meets Memory’s Capital Restraint
Tonight's Q1 report is the first earnings test of whether the chip-equipment industry's boldest spending forecast can survive the memory…
Stablecoin Rules Are Splitting North America in Two
The OCC is courting banks as stablecoin issuers while Canada bans paying yield, and the gap between those two rulebooks…
Nvidia’s Biggest H1 2027 Order Came From the Borrower Lenders Still Trust
The past two weeks handed Nvidia’s skeptics their best material in months. CoreWeave had taken on roughly $51 billion of…
HCA’s Earnings Look Worse Than They Are. Admissions Tell More.
A $400 million Medicaid boost in Q2 skews the comparisons. Strip it out, and HCA’s underlying volume trend looks stronger…
If You’re Within Miles of One of These Dots You Could See Your Electric Bill Increase
A note from our friends at Paradigm Press(ad) Below is an important message from one of our highly valued sponsors.…
Prediction Markets Said Lula Had a 20% Chance. Brazil Pays the Gap.
How 80-cent Bolsonaro odds became a 10% real, a 16% ETF drop, and a live reset at B3 this morning.
Sweden Just Picked Microsoft Over ChatGPT
October 26, 2026 Security reviews decide which AI tools survive at cabinet level The most revealing AI story of the…