Microsoft Turned Away Customers for Years. Now It Wants 38 Gigawatts.
The real winners may be the turbine and transformer sellers.
September 11, 2026
The AI Boom Is About to Hit a Wall
September 11, 2026 Bonus Content: KLA Is Down 40% While Its Backlog Is Up 60% A note from our friends…
Bath & Body Works Is Up for Sale.
September 11, 2026 Here is what this cash-generating brand may be worth near recent lows. Hey there, bargain hunter. An…
Adobe’s New CEO Inherits a 150% AI Growth Engine at a 65% Discount to Peak
Five straight beats and a raised year haven’t moved the stock. What Anil Chakravarthy does next with the freemium bet is what matters.
Why I Flew on a Tiny Helicopter Next to a Potential Nuclear Bomb Target
September 10, 2026 Bonus Content: 5.8 Million Fewer Summer Flyers: Are Airline Stocks Cheap or Just Falling? A note from…