Google Is Already Getting Paid. NuScale Is Still Looking for a Customer.
Google’s 22-year Finnish nuclear deal shows who collects revenue in the AI power build-out. It is not the small reactor developers.
September 2026
Berkshire’s hidden project?
September 11, 2026 Bonus Content: Clorox Just Spent $580 Million on a New Brain. Now the Stock Is Near a…
Microsoft Turned Away Customers for Years. Now It Wants 38 Gigawatts.
The real winners may be the turbine and transformer sellers.
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…
Bills going up is good news?
September 10, 2026 Bonus Content: Food Prices Hit a 4-Year High. Not Every Name on Your Grocery List Can Handle…
Broadcom’s AI Revenue Is Growing 221%. The Stock Is Down 26% From Its High.
A Q3 earnings beat, a $230 billion AI revenue roadmap by 2028, and a forward multiple that collapses quickly make AVGO’s selloff look like a pricing error.
Is Labcorp’s Discount Real?
September 10, 2026 Investor Day is today. Here is exactly what the numbers need to show for LH to be…