Everything moving the Street, before it moves you.Insights worth your time to attack the investing day👇
AMD doubled its data center and got marked down anyway, and Caterpillar's backlog grew a fifth leg.
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Aug 5, 2026
Plus: Microsoft and Meta prove AI spending has a winner's bracket, and Larry Ellison's $9.8 billion reason to hope Hollywood's biggest merger survives.
Jul 30, 2026
Plus: SpaceX keeps losing altitude, and the Fed picks a brutal week to get interesting.
Jul 29, 2026
Plus: China’s memory champion receives a half-trillion-dollar welcome, open AI becomes a cyber-defence strategy, and Big Tech enters the week where investors demand proof instead of promises.
Jul 27, 2026
Jul 24, 2026
Plus: the AI spending bill lands on Big Tech's desk, and crude crashes the party at $100.
Jul 23, 2026
Plus: Tesla trades luxury badges for Toyota trade-ins, and AMD buys its way onto Nvidia's turf.
Jul 22, 2026
Plus: Nvidia and Google escalate the AI arms race, Supermicro's margins catch fire, and GM keeps its foot on the gas.
Jul 21, 2026
Plus: AMD lands Microsoft in its fight with Nvidia, and AMC posts the best quarter in its 106-year life.
Jul 20, 2026
PayPal may be easier to sell than fix, and AI safety found its least convenient loophole.
