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Everything moving the Street, before it moves you.

Insights worth your time to attack the investing day👇


Japan Takes the Stairs

Japan Takes the Stairs

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

Equisights Research

•

Sep 18, 2026

Worth reading


The AI Labs Asked for a Speed Limit. Markets Installed One Overnight.

The AI Labs Asked for a Speed Limit. Markets Installed One Overnight.

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

Equisights Research

•

Sep 14, 2026

Treasury Brought a Bazooka to the Long End. The Long End Brought Receipts.

Treasury Brought a Bazooka to the Long End. The Long End Brought Receipts.

Plus: Apple folds for $1,999, and America's pets get put on a budget.

Equisights Research

•

Sep 10, 2026

GE Remembers How to Buy Things, and Spends $11.75 Billion Doing It

GE Remembers How to Buy Things, and Spends $11.75 Billion Doing It

Plus: OpenAI says it solved a Millennium Prize problem, and Qualcomm pays Amazon in its own shares.

Equisights Research

•

Sep 9, 2026

From The Archive

Oil Knocks on $100 and Suddenly Friday's CPI Print Has Company

Sep 8, 2026

Oil Knocks on $100 and Suddenly Friday's CPI Print Has Company

Plus: Samsung buys Europe an AI kitchen, and Canada drops the gloves on $27.6 billion of American stuff.

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Broadcom Promises to Double, Then Double Again, Then Pick Up the Tab

Sep 4, 2026

Broadcom Promises to Double, Then Double Again, Then Pick Up the Tab

Plus: Nvidia goes shopping for AI's town square, and nearly half of Korea's exports now fit on a fingernail.

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Nvidia Reports Tonight, and Its Best Customer Just Built a Chip That Beats It

Aug 26, 2026

Nvidia Reports Tonight, and Its Best Customer Just Built a Chip That Beats It

Plus: Dick's has a Foot Locker problem, and Canada answers the tariff bell.

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Anthropic Wants the Biggest IPO in History, and Broadcom Is Borrowing to Buy Its Chips

Aug 21, 2026

Anthropic Wants the Biggest IPO in History, and Broadcom Is Borrowing to Buy Its Chips

Plus: Advance Auto Parts beat on a tariff refund, and Nvidia bought a model factory without buying the company.

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Moderna's Best Day Ever Came From a Drug That Doesn't Exist Until You Need It

Aug 20, 2026

Moderna's Best Day Ever Came From a Drug That Doesn't Exist Until You Need It

Plus: Stripe bought the tollbooth between companies and their AI bills, and the Treasury reached for a hose.

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