Everything moving the Street, before it moves you.

Insights worth your time to attack the investing day👇

Plus: Cleveland-Cliffs gets its steel back, and Washington evicts DeepSeek.

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Oct 20, 2026

Worth reading

Microsoft and Meta start cooking AI at home, and Bumble finds a new suitor.

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Oct 13, 2026

Plus: Brazil's election jolts its markets awake, and a Toshiba factory plan short-circuits the storage trade.

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Oct 5, 2026

Plus: Nike's comeback trips over China, and Accenture just had the best day in its history.

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Oct 2, 2026

From The Archive

Oct 1, 2026

Plus: Boeing lands the Navy's next fighter while Northrop eats the bill, and Paramount borrows $52 billion at the worst possible moment.

Oct 1, 2026

Plus: Washington took away FICO's favorite property on the mortgage board, and Carnival sold a record quarter to the gloomiest consumers in 12 years.

Sep 25, 2026

Plus: Anthropic just turned its landlord into a shareholder, and long bonds just took a field trip back to 2004.

Sep 18, 2026

Plus: Amazon turns a generator maker into an AI trade, and OpenAI gets picked apart by its own bug bounty.

Sep 14, 2026

Plus: OpenAI's IPO slips to 2027, and the Fed meets Wednesday with gasoline on its hands.