AXP reports Q3 today, and premium cardholders keep spending.
If Washington Closes the China Drug Tap, Who Owns the Pipeline?
For most of the past decade, the defining question in pharmaceutical dealmaking has been which American or European company wins…
CrashGPT coming on Dec. 18 …
A note from our friends at Weiss Ratings(ad) Dear Reader, I don’t trust Sam Altman at all … And neither…
Spotify Hit 306 Million Subscribers. Still Worth Buying?
The numbers keep improving. How much is priced in near a 10-month high?
The CSI 300 Is in a Bear Market. State Buying Ran Out of Road.
Ten straight weeks of losses have settled the argument about whether Beijing's national team could hold the line. Now allocators…
GPT-6 Lands on Google Cloud. The Cloud Giants Are the Story.
For years, the frontier model was the product. Enterprises chose their cloud partly by which AI they could access inside…
Lam Research’s Perfect Quarter Wasn’t Enough. That’s the Problem.
When a 54% revenue surge and a record operating margin still spark a selloff, the real question is what investors…
When oil rises, make it pay you back
October 22, 2026 Bonus Content: Tesla Is Becoming Its Own Lithium Mine A note from our friends at The Oxford…
Eaton Owns the Bottleneck Stalling AI Data Centers
Switchgear lead times past 100 weeks keep Eaton's backlog sticky.
OpenAI and Anthropic Are Buying Drug Workflows. That Matters.
For most of the past decade, artificial intelligence in pharmaceuticals looked like a software story. Labs like OpenAI and Anthropic…