The number out of Milan last week is genuinely striking. Participants receiving the highest-dose combination of eloralintide 9 mg and…
WEC Energy’s Nuclear Deal Shows Utilities Can Grow
Oracle absorbing $300 million in Point Beach fuel costs is proof regulated utilities are no longer just income plays.
Free Gold Guide
October 5, 2026 F Bonus Content: When Regulators Demand Upgrades, Who Gets Paid? A note from our friends at Bishop…
Google Went to Space Because It’s Running Out of Power
The question Alphabet is really asking with Project Suncatcher is not an engineering question. It is a resource question. When…
Nvidia Wants Lenders to Trust a Chip They Can’t Value
Credit desks price GPU collateral far below equities, and Broadcom’s $35 billion backstop shows what it costs to close the…
Corporate Bond Spreads Are Widening. Equities Have Not Noticed Yet.
Credit markets are flashing caution as AI and M&A deals flood supply.
A Dormant Copper Mine Reawakens
A note from our friends at Resource Stock Digest(ad) At a time when copper demand is growing, a long-dormant copper…
India’s Rate Hike Is About the Rupee, Not 4.82% Inflation
The RBI is expected to raise rates Wednesday, but pressure is a US 10-year yield near 5.2% draining capital from…
Google Priced Gemini 4 Argon at $2 Per Million Tokens
Forget the leaderboard for a moment. The most consequential number in Wednesday night’s Gemini 4 Argon announcement was not a…
Nvidia Just Hit $5.7 Trillion. Q4 Belongs to a Handful of Stocks.
Friday’s Nasdaq-100 high masked a seven-week breadth slide. Here is where that leaves the trade heading into earnings season.