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Featured Articles

Oct 26, 2026

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7 min read

Meta's chip suppliers may help pay Meta's chip bill

Meta plans up to $95 billion of stock sales to fund AI. Nvidia, AMD and Broadcom, all Meta suppliers, may buy up to $5 billion of it, Meta said.

Dio Pouerie, +1

Oct 26, 2026

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9 min read

Brazil's upset | Musk's $40 billion | Bain stays below its own bid

The weekend priced a winner, a borrower and a buyer. The winner was the one nobody priced.

Dio Pouerie, +1

Oct 25, 2026

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5 min read

The cash test lands on Fed day

Microsoft and Alphabet report hours after the Fed decides. Amazon follows Thursday.

Dio Pouerie, +1

Oct 24, 2026

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7 min read

The week AI's biggest spender outran its cash

Meta's free cash flow went negative $2.12 billion. Its answer was a new stock with no vote.

Dio Pouerie, +1

Oct 23, 2026

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5 min read

AT&T and T-Mobile lost $25 billion over a lease nobody has signed

Tower owners gained about $7 billion on the SpaceX report. The three big carriers lost nearly four times that.

Dio Pouerie, +1

Oct 23, 2026

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6 min read

AI's Price Slipped in Private Too | Bitcoin Funds Gave Back Half the Week's Buying | France Faces Moody's

Bitcoin ETF holders sold in one day more than half of what they bought in three.

Dio Pouerie, +1

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