October 9, 2026 Bonus Content: Humana Is Up 13% Overnight. How Much Is Already Priced In? A note from our…
Goldman Sachs Hands 20 Executives $500M in Stock Days Before Earnings
David Solomon tops $100M as a five-year award vests ahead of the Oct. 13 Q3 report.
There’s something strange about the Anthropic IPO
October 9, 2026 Bonus Content: Starbucks Would Pay Around $50 Billion for Chipotle. Shareholders Said No. A note from our…
Samsung’s KRW 107.4tn Q3 Profit Beat, Stock Still Fell
Samsung Electronics (005930.KS / SSNLF) this morning reported Q3 2026 preliminary operating profit of KRW 107.4 trillion, roughly $80.3 billion…
Blue Owl Investors Want 39% of an AI Loan Fund Back. The Fund Won’t Give It to Them.
Three straight quarters of blocked withdrawals reveal what sophisticated allocators think about private credit's AI exposure.
Option trading for regular people
October 8, 2026 Bonus Content: PepsiCo’s North America Volume Problem Is the Only Number A note from our friends at…
Apollo Is Helping SpaceX Raise $40 Billion for Nvidia Chips
The structure could remake AI infrastructure finance, but bond buyers see real hardware and obsolescence risk.
Four financial proceedings, one shared date
October 7, 2026 Bonus Content: Delivery Vans Are Becoming Power Plants. Here Is the Revenue Math. A note from our…
Constellation Energy’s Google Deal Adds 20-Year Visibility
Analyst Targets J.P. Morgan — Overweight, $385 target (28% implied upside from Tuesday’s close) Wells Fargo — Buy, $362 target…
DeepSeek’s $12 Billion Round Is Not a VC Story
When CATL and Tencent lead a model lab’s funding, investors need a different framework.