September 8, 2026 Goldman sees 26% upside in Asia ex-Japan, but can Samsung and SK hynix hold their edge when…
China’s Import Miss Tells Traders More Than the $119bn Surplus
Copper flows and aluminium exports frame positioning into the Sept. 24 Trump-Xi summit.
How the Rich Retire
September 8, 2026 Bonus Content: Tradeweb Processed $61 Trillion in August. Bond Chaos Is Its Business. A note from our…
GitLab Beat Estimates by 33%. The Street Still Says Hold.
A 21% revenue jump and 117% net retention look strong. The question is why Wall Street still won't buy.
DraftKings Is Building an Exchange That Could Eat Its Sportsbook
September 7, 2026 The NFL gave DraftKings a sponsorship deal it cannot use to tout prediction markets. The real question…
AST SpaceMobile Is Building a Phone Network in Space. Thirteen Satellites Say It’s Working.
BlueBirds 11 through 13 launched August 5, European carrier trials are live, and 2026 revenue guidance is $150 million to…
Warren Buffett Preparing for Imminent AI Meltdown?
September 7, 2026 Bonus Content: GM, Ford and Stellantis Ask Washington to Save Them A note from our friends at…
SailPoint Is the Security Software Stock That Benefits Most From OpenAI’s Scariest Model
Wednesday’s earnings arrive six days after GPT-6 Astra crossed a threshold that makes identity governance more urgent than ever.
Which Media Companies Profit When AI Pays for Archives
September 6, 2026 The Seattle Times and Newsday sued OpenAI and Microsoft. Who has the content worth licensing? Two regional…
Zcash Passed $1,000. The Short Sellers Paid for It.
A Grayscale spot ETF, forced liquidations, and a top-ten market cap while Bitcoin sits stuck near $79,900.