SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts.
Musk’s lending warning matters more than the deal size: the financing window for AI-only infrastructure is closing fast.
If You’re Within Miles of One of These Dots You Could See Your Electric Bill Increase
A note from our friends at Paradigm Press(ad) Below is an important message from one...
Defense Stocks Have a $292 Billion Problem if Ukraine Makes Peace
Record backlogs insulate U.S. contractors, but European names face a different calculus as ceasefire talks accelerate.
UBS, Deutsche Bank, and BNP Report Wednesday With French Debt at a 24-Year High
The French 10-year yield above 5% makes Tuesday's budget vote the number to watch before European financials open.
Oracle Equity and Bond Investors Are at War. Wednesday Is the Verdict.
CDS is near 300 bps and CoreWeave bonds yield about 15.6%. Oracle’s investor day must reconcile credit vs. equity views.
The AI breakthrough hiding in Amazon’s warehouses
October 24, 2026 Bonus Content: Jio Platforms Lists Wednesday. Institutions Were 70x In. Retail Barely...
The Cloud Revenue Growth Rate Is the Only Thing That Can Justify $730 Billion
Microsoft and Alphabet report Oct. 28, Amazon and Intel Oct. 29. Investment committees need one number from each of them.
Taiwan Is Dark Until Tuesday. TSM and Chip ETFs Carry the Price.
Typhoon Champi shut the TAIEX Friday and a public holiday closes it Monday, leaving US-listed shares as the only live…
Why wait 90 days if gold can pay you this Friday?
A note from our friends at Investors Alley(ad) Tim Plaehn here. Most dividend stocks only...
European Gas Hits €90. A Cold Snap Could Send It to €100.
Dutch TTF is up 26% in a month, with EU storage unusually low. Bond traders are already paying attention.