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Brookfield Owns the Power Lines and Data Centers Behind AI. Its Earnings This Week Will Tell Us What They’re Worth.
Top News

Brookfield Owns the Power Lines and Data Centers Behind AI. Its Earnings This Week Will Tell Us What They’re Worth.

With data center lenders heading for the exits and newly elected governors promising construction halts, Brookfield’s quarterly fair-value marks arrive at the worst possible moment for public comparables.

November 8, 2026
Occidental Has Repaid $8.6 Billion in Debt. Monday’s Earnings Show What It Bought.
Newsletters

Occidental Has Repaid $8.6 Billion in Debt. Monday’s Earnings Show What It Bought.

OXY reports Q3 earnings after the market closes Monday, November 9, with analysts expecting diluted EPS of about $1.43, up…

November 8, 2026
The richest companies on Earth pay Elon rent
Newsletters

The richest companies on Earth pay Elon rent

A note from our friends at Behind the Markets(ad) Dear Friend, Google is paying Elon $920 million a month. Anthropic…

November 8, 2026
The perfect stock to own right now?
Newsletters

The perfect stock to own right now?

November 8, 2026 Bonus Content: Brookfield Owns the Power Lines and Data Centers Behind AI. Its Earnings This Week Will…

November 8, 2026
Novartis and Novo Nordisk Buried Two Drug Classes
General

Novartis and Novo Nordisk Buried Two Drug Classes

Full AHA data confirms both Lp(a) lowering and IL-6 blocking failed on cardiovascular events, and Monday’s open will sort the winners from the collateral damage.

November 8, 2026
Berkshire Just Revealed Its Q3 Cash. The Number That Matters Isn’t Profit.
Business

Berkshire Just Revealed Its Q3 Cash. The Number That Matters Isn’t Profit.

With $359.2B of cash and T-bills at June 30 and Taylor Morrison closed, what buybacks say matters more than headline EPS.

November 7, 2026
Holiday Spending Hits $1.013 Trillion. Mostly Higher Prices.
Newsletters

Holiday Spending Hits $1.013 Trillion. Mostly Higher Prices.

The headline is historic. $1.013 trillion in November and December retail sales would mark the first holiday season to clear…

November 7, 2026
The Next AI Shock Starts Here
Newsletters

The Next AI Shock Starts Here

A note from our friends at MarketWise(ad) Dear Reader, I’m convinced that AI’s next phase will blindside millions of American…

November 7, 2026
Vistra Rose 10% on Earnings Day. Backlash Didn’t Touch It.
Business

Vistra Rose 10% on Earnings Day. Backlash Didn’t Touch It.

With 2027 EBITDA guidance of $7.7–$8.5 billion and a fresh $1.5 billion buyback, VST is making the clearest case of any power stock right now.

November 7, 2026
Elon Musk’s Hushed FCC Filing. December 8th.
Newsletters

Elon Musk’s Hushed FCC Filing. December 8th.

November 6, 2026 Bonus Content: Target’s P/E Is Half of Walmart’s. Holiday Quarter Is the Test. A note from our…

November 6, 2026

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Recent Posts

  • Brookfield Owns the Power Lines and Data Centers Behind AI. Its Earnings This Week Will Tell Us What They’re Worth.
  • Occidental Has Repaid $8.6 Billion in Debt. Monday’s Earnings Show What It Bought.
  • The richest companies on Earth pay Elon rent
  • The perfect stock to own right now?
  • Novartis and Novo Nordisk Buried Two Drug Classes
  • Berkshire Just Revealed Its Q3 Cash. The Number That Matters Isn’t Profit.
  • Holiday Spending Hits $1.013 Trillion. Mostly Higher Prices.

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