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October 7, 2026 Bonus Content: AMD’s CPU Market Could Be Ten Times Bigger. Here’s the Math. A note from our…
DeepSeek Is Raising $12 Billion. Tencent and CATL Lead.
Why industrial capital, not VC, is choosing to own China’s AI future.
Insurance Claims Adjusters Are Disappearing. One Stock Gains.
CCC Intelligent Solutions is turning computer vision into a $1.16B run-rate business as junior adjuster postings fall about 50%.
Cerebras Lost an OpenAI Workload to Nvidia. A Tweet Sent It Up 9%.
Analyst Targets UBS (Timothy Arcuri): Buy, $330 price target Mizuho Securities (Vijay Rakesh): Buy, $300 price target (maintained Oct. 5)…
Washington already sent $135.4 million. What’s next?
October 6, 2026 Bonus Content: Vaxcyte Surges 50%-Plus: What VAX-31’s Phase 3 Win Means for Pfizer and Merck A note…
Brent Near $101 and the Inventory Clock Is Ticking
Aramco’s CEO says rebuilding depleted stockpiles could take two years. The trade isn’t crude itself.
SpaceX ‘Dark Energy’ Replaces Foreign Oil
October 6, 2026 Bonus Content: RXO Jumps 22%, CHRW Drops 11%: One Deal, Two Verdicts A note from our friends…
Tokenized CRE Tops $400M. The Liquidity Gap Persists.
On-chain property is growing, but secondary trading is still thin and spreads stay wide versus public REITs.
Schneider Electric’s PTC Deal Is Its Biggest Ever. The Price Is What Moved the Stock.
Analyst Targets JPMorgan: Overweight, €345 price target; reiterated this morning; acknowledged the deal represents roughly 12% of Schneider’s market capitalization,…