September 5, 2026 Ken Griffin spent years trading energy on paper. Now Citadel wants the barrels themselves, and the reason…
Citadel Wants to Own the Oil, Not Just Trade It
Ken Griffin’s shale push shows how top traders price Hormuz risk.
Spotted: Elon Crates at a U.S. Air Force Base
September 4, 2026 Bonus Content: Chevron Is Spending $7 Billion in Venezuela. History Says Watch Carefully. A note from our…
Adobe’s New CEO Inherits a Creative Cloud Crisis
Adobe slid about 6.5% Friday. Here is what the Sept. 10 earnings report must show to change the conversation.
Nvidia’s $12.93 Billion Bet
September 4, 2026 Buying Hugging Face gives Nvidia a grip on the layer where 18 million developers live. When Jensen…
Dell Raised Full-Year Revenue Guide by $25B. Stock Up 300%.
A $95B AI backlog and a 43% EPS beat test what is in the price.
Are you running this before every trade?
September 3, 2026 Bonus Content: SB Energy’s $439 Billion Backlog Is Tied to Its Backers A note from our friends…
Palantir Fell 7% on Google’s Move, Then Bounced Back
Two days of violent swings in PLTR test one question: does Google’s defense-only cyber AI shrink Palantir’s moat, or barely…
Waymo Now Runs 500,000 Rides a Week. A $48 Billion Industry Is Taking Shape.
September 3, 2026 Alphabet’s robotaxi arm is scaling fast. Goldman’s forecast is starting to look like a timetable. The week…
Bitcoin Ran 25% in August on ETF Money. September Pushes Back.
Prediction markets put an ~80% chance on BTC dipping below $75,000 in September. Here is what that level means for…