Oct 7, 2026
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6 min read
Anduril is worth $61 billion, gunning for $100 billion, and its founder now co-runs a Pentagon weapons advisory group.
Oct 6, 2026
Five hundred million barrels released in seven months. The salt caverns holding what is left may not survive another round.
Oct 5, 2026
How NIMBYism pushed Google to put TPUs in orbit.
Oct 2, 2026
A chip company, a private equity giant, and an asset manager just rewired how the AI boom gets financed.
Oct 1, 2026
Kalshi is now worth more than Nasdaq Inc. itself. Its product? Letting you wager on interest rates, oil prices, and whether it will snow in Chicago.
Sep 30, 2026
The leaked Anthropic prospectus is half business case, half existential crisis. Wall Street can't look away.
Sep 29, 2026
7 min read
Nvidia prints $96 billion in revenue a quarter and trades cheaper than Coca-Cola. That tension just snapped.
Sep 28, 2026
Anthropic refused to let the military use its AI for autonomous weapons. Then the CEO got a White House invite.
Sep 25, 2026
Businesses haven't grown this fast since 2021. Consumers haven't felt this bad since the financial crisis. One of them is wrong.
Sep 24, 2026
The 10-year yield just surged past 5.1% for the first time since July 2007. The economy is so strong it might break something.
Sep 23, 2026
The cruise giant's biggest deal ever isn't a ship. It's 20 hotels on dry land. And the market hated it.
Sep 22, 2026
A download counter on your iPhone is now pricing the future of silicon.
Sep 21, 2026
The $30 billion billing cycle is the real story.
Sep 18, 2026
Triple witching sounds like chaos. The mechanics tell a completely different story.
Sep 17, 2026
Generac surged 40% on an $8 billion deal. But the real story is the financial weapon Amazon has been quietly deploying across its entire supply chain.
Sep 16, 2026
Kevin Warsh is about to do what Jean-Claude Trichet did 18 years ago. Markets haven't forgotten, even if the Fed has.
Sep 15, 2026
Three chokepoints. All compromised. And the Fed meets today.
Sep 14, 2026
8 min read
When rivals hold hands, check your portfolio.
Sep 11, 2026
Today's CPI could seal the first rate hike in three years, and Kevin Warsh has five days to make the biggest call of his career.
Sep 10, 2026
The $2,000 foldable iPhone Duo reveals more about Apple's margins than its engineering.
Sep 9, 2026
Qualcomm was supposed to be a dying smartphone story. Amazon just turned it into the AI chip war's wildcard.
Sep 8, 2026
The most iconic brand in the world gave away its own moat, and now it's trying to buy it back.
Sep 7, 2026
4 min read
Nearly 100 years of data say this month is different. This year it comes with real tests.
Sep 4, 2026
The Cybercab isn't a vehicle. It's a network node. And it tells you everything about what Tesla's $1.4 trillion valuation is actually buying.
Sep 3, 2026
Arte Moreno paid $184 million for the Angels in 2003. He just sold them for $4 billion. The team hasn't made the playoffs in over a decade.
