The FTC Is Investigating Anthropic. Its IPO Roadshow Starts in Five Weeks.
The timing could not be more awkward. Anthropic’s bankers are planning to kick off the company’s IPO roadshow as early…
Elon will prove them wrong again
October 6, 2026 Bonus Content: S&P 500 Earnings Are About to Test the Rally Beyond Tech A note from our…
BlackRock Is in Talks to Join OpenAI’s $30B Round
Bloomberg says BlackRock may back OpenAI with Abu Dhabi’s MGX
Pentagon Wants 300,000 Drones. Which U.S. Companies Are Ready?
October 6, 2026 Bonus Content: China Moving APEC Talks Online Warns of January Tariff Risk A note from our friends…
Enterprise Software Bills Are Becoming Unpredictable. Here Is Who Profits.
AI agents are snapping the link between headcount and software costs, and vendors shifting to compute consumption are pulling ahead.
Medicare’s GLOBE Rule Could Dent Pharma Dividends. These Names Are Least at Risk.
Two pricing shocks hit branded pharma within 48 hours last week. Section 232 tariffs on patented pharmaceutical imports took effect…
Drone Market Projected to Reach $182B. D.C. Wants America to Lead It.
October 5, 2026 Bonus Content: Deutsche Telekom’s AI Plan Pays You a €1 Dividend to Own T-Mobile US A note…
Tesla Beat Deliveries. Oct. 21 Is About Something Else.
The car numbers topped estimates. Investors will ask about Robotaxi, Optimus, and whether higher capex is working.
Since 2000, Gold Is up 1,395%. The S&P Is up 425%.
October 5, 2026 Bonus Content: WEC Energy’s Nuclear Deal Shows Utilities Can Grow A note from our friends at Bishop…
Five Things to Watch the Week of October 5
Fed minutes, ISM services, and early earnings keep traders busy.