Waymo Goes to Tokyo Without Buying a Single Car
Alphabet’s partner-led model for Japan hints at how Waymo losses could shrink.
This $4.5B Gold Behemoth Has a Very Intriguing Neighbor
September 15, 2026 Bonus Content: Vertiv’s Margin Story Is Better Than Its Revenue Story A note from our friends at…
GM’s Hands-Free Push Is a Subscription Play, Not Just a Tech Flex
Super Cruise now spans 23 models and 750,000 vehicles. The real prize is $3 billion-plus in recurring revenue this year.
Novo and Lilly Hit Record Obesity Pill Scripts. Own Both
Every Thursday, Wall Street watches a number. Both Novo Nordisk’s Wegovy pill and Eli Lilly’s Foundayo hit their highest total…
Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer
September 14, 2026 Bonus Content: Ford Spends $1 Billion in Louisville. Its China Problem Remains. A note from our friends…
Enflame Tripled on Debut. One Customer Is 84% of Its Revenue.
Tencent is both Enflame’s largest shareholder and nearly all its revenue, and that tension is what investors need to understand.
Aug 14: Elon just closed the largest acquisition in history
September 14, 2026 Bonus Content: What Thomson Reuters and Vistra Pay to Borrow Tells You What Stocks Must Deliver A…
395 Breached Orgs Show AI Attacks Are Here. Can CRWD, PANW, and ZS Sell the Fix?
The GreyNoise PaperCut campaign ends the threat debate. Can budgets move?
Pharma Dividends Face Their Real Test on September 29
Pharma has functioned as a defensive income anchor for decades, and the logic was always straightforward: patent-protected drugs carry wide…
Watch where the sneaky insider money is going right now
September 13, 2026 Bonus Content: A Canada Truce Would Cut Your Car and Lumber Bills. Not All. A note from…