September 15, 2026 Bonus Content: Oklo’s $1B ATM Replacement Is What the Pullback Is About A note from our friends…
Elon Musk’s Hushed FCC Filing. Sept 25th.
September 15, 2026 Bonus Content: NuScale’s Dilution Math Is the Real Problem A note from our friends at Paradigm Press(ad)…
Waymo Is Taking Its Driverless Taxis to Tokyo
Tokyo is the first proof Waymo’s model can cross a border. Ask what that franchise is worth to Alphabet over…
Never oversize a trade again
September 15, 2026 Bonus Content: Crack Spreads at Records, a Truce That May Not Exist A note from our friends…
D.C. Wants Experienced Drone Makers. This One Has 25 Years Behind It.
A note from our friends at i2i Marketing Group(ad) Wall Street loves a new story. But sometimes the more interesting…
Chips Down 5.9%, Software Up: What the Rotation Means
Monday’s session was not a technology selloff. It was a surgical reallocation inside technology, and the numbers make that precise.…
Bank of America Flags a Fee Drop. JPMorgan Steps Up Next.
BofA CEO Brian Moynihan guided Q3 investment banking fees to $1.6-1.8B, roughly 10-20% below the Street’s ~$2B estimate. BAC closed…
SoftBank Is Funding US Data Centers With Japanese Household Money
SB Energy plans to sell up to $500 million of its IPO shares in Japan.
Trump’s Dinner Surprise
September 15, 2026 Bonus Content: Microsoft’s $329B Lease Pile Is the Real Story Behind 38GW A note from our friends…
One Nasdaq Has Spent 25 Years Preparing for a Market Set to Grow 118%
September 15, 2026 Bonus Content: Wall Street Is Split on Apple at $326 A note from our friends at i2i…