Oracle’s capex guidance sent Dell and HPE up about 12% Friday. Supermicro rose ~7%, despite an order book that dwarfs…
Project mBridge Threatens US dollar Dominance
September 11, 2026 Bonus Content: Zscaler Secures 750B+ Daily Transactions. The Next Frontier Is AI Agents. A note from our…
Bath & Body Works Could Be Sold. Options Beat the Stock.
Barington's stake is too small to force a deal, but a long-dated call spread gives you upside if private equity…
The Pentagon’s $5 Billion Bet Shows AI’s Real Bottleneck
September 11, 2026 Washington is lending billions not for a new data center, but for the power gear and components…
This 30-Minute Window Changes Everything
September 10, 2026 Bonus Content: Nvidia Just Bought the Library Where AI Models Live A note from our friends at…
Copart Paid $1.9 Billion Because Insurance Volume Told It To
Its biggest acquisition ever makes sense once you see the volume problem hiding inside a quarterly beat.
India’s NSE Is Going Public at $46bn. Does the Price Match the Business?
September 10, 2026 India’s NSE Is Going Public at $46bn. The world’s largest derivatives venue by contract volume may finally…
Bessent Told Yen Shorts to Quit. How to Trade What’s Next.
A falling dollar alongside rising US rate-hike odds is the week’s biggest anomaly, and Tokyo’s yen defence has consequences for…
Geologists Spend Careers Looking For This
September 9, 2026 Bonus Content: McDonald’s Built a 220 Million-Person Database. Now It Has to Monetize It. A note from…
Silver at $67 Is Up 63% in a Year and Still Pulling Away From Gold
A weak dollar, the U.S.-Iran conflict, and industrial demand are doing three different jobs at once, and traders need to…