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.
MILLIONAIRE MASTERCLASS INVITE: Altucher
A note from our friends at Paradigm Press(ad) Below is an important message from one of our highly valued sponsors.…
The AI fund that pays you every Thursday
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)…