Jio Platforms Wants a Tech Giant’s Price. Global Funds Are Not Sold.
India’s biggest-ever IPO opens Wednesday, and the $108 billion ask is forcing a sharp debate about what Jio actually is.
Jio Platforms Opens Its IPO This Week. What It Means
India’s largest IPO in history opens for bidding on Wednesday, and the question worth asking is not whether Jio Platforms…
Are you reading the AI boom completely wrong?
A note from our friends at Weiss Ratings(ad) Dear Reader, A lot of investors are looking at the AI boom…
Tech Mahindra Surged 18.2% Last Week. AI Was Supposed to Kill It.
Indian software stocks just taught emerging-market investors what happens when a feared disruption arrives more slowly than expected.
Cleveland-Cliffs Has the Right Tailwinds and the Wrong Balance Sheet
CLF and Steel Dynamics report Monday. The trade moat is real. The question is whether CLF can survive long enough to collect on it.
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.