This corner of the market is producing big winners again
October 14, 2026 Bonus Content: Nvidia Is Pouring $10 Billion Into Europe. What It Says About Demand. A note from…
Netflix Is Down in 2026. Earnings on Oct. 20 Could Change That.
A $3 billion ad business, a new Disney licensing deal, and a stock near its July low set the stage for next week.
AI CEO Issues Code Red: Prepare for Meltdown
October 13, 2026 Bonus Content: The Valve Suppliers Quietly Winning the sCO2 Boom A note from our friends at Paradigm…
Lab Results in 10 Minutes. The Race to Own Desktop Blood Testing.
Microfluidic diagnostics are compressing hospital-grade testing into benchtop devices. The acquisition math already tells you who is winning.
Nvidia Put Real Money Into DOE’s Genesis Mission
October 13, 2026 The $2.4 billion headline obscures a wide gap between firms with large commitments and those offering modest…
Elon Musk Called the Dollar One Word: “Hopeless”
October 13, 2026 Bonus Content: PJM Capacity Prices Surged 833%. Now Governors Want Them Down. Your Dividends Depend on Which…
Soft Japanese Producer Prices Hand the Yen Bears New Ammo
With the BoJ likely sidelined on October 30, USD/JPY’s drift toward 160 looks harder to stop than Tokyo wants to admit.
To Avoid 67 Million Blackouts, Trump Signs Emergency Backing of New Energy Tech
October 13, 2026 Bonus Content: Medicare Just Got More Complex for 2027 Enrollment A note from our friends at MarketWise(ad)…
UnitedHealth Is Shrinking Its Medicare Business on Purpose
As Medicare open enrollment begins Oct. 15, UNH is deciding which seniors it wants.
Gold Is Down 25%. Here Is What to Do If You Bought the Top.
If you bought gold near its January 28, 2026 record of roughly $5,590 per ounce, you are sitting on a…