OpenAI’s Legal Problem Is Now Microsoft’s and Google’s Too
The lawsuits themselves name only OpenAI. But investors in Microsoft, Alphabet, and Anthropic should read the complaints filed October 14,…
Let me show you a daily tactic I’ve used for 2 years running
A note from our friends at Media Pub(ad) Most traders have never noticed the weird market anomaly that happens at…
Amazon’s newest robot can do what most can’t
October 17, 2026 Bonus Content: Character.AI Filed for Bankruptcy. Lawsuits, Not Costs. A note from our friends at The Oxford…
The Chip Trade Is Unwinding. Here Is Where It Stops.
Eight straight losses, a 21% VIX surge, and software joining the rout tell a specific story about which crowded positions still have room to fall.
Alcoa Beat Estimates by 18%. Aluminum Supply Is Why It Matters.
A landmark acquisition just cleared a hurdle, and the stock is well below its June peak.
The AI Power Trade That Has Nothing to Do With Chips
October 16, 2026 A $17.2 billion framework for up to 10GW of off-grid power points to two equipment makers, no…
A Dormant Copper Mine Reawakens
October 16, 2026 Bonus Content: Amazon Backed the VAT Plan That Could Save High Streets A note from our friends…
Chinese Labs Are Writing the Next Decade of Drug Discovery. Who Keeps the Money?
A $139 billion year of out-licensing shifts the question from who discovers drugs to who captures the economics.
2:59 PM Today. Make This Trade.
October 15, 2026 Bonus Content: Union Pacific’s Intermodal Machine Is Running Hotter Than Wall Street Realizes A note from our…
Who Actually Controls Starlink?
October 15, 2026 Ukraine’s Starlink limits exposed a risk SPCX and TSLA investors should weigh. On the night of October…