GE Vernova Lands a Major Off-Grid AI Power Deal
Venture Global’s frame agreements for up to sixteen 720 MW units put GEV in the middle of a power build-out the grid cannot handle alone.
2026
Trump’s issues shocking Executive Order on U.S. Dollar
October 16, 2026 Bonus Content: AT&T Put $10 Billion Into Mexico and Got $2 Billion Back A note from our…
Varonis Got a 52% Premium. What That Tells You About Data Security Prices.
Thoma Bravo’s $6.3 billion all-cash bid for Varonis says something specific about where buyers think AI-era data security is undervalued.
Bank Accounts Getting Frozen (do this to protect yourself)
October 15, 2026 Bonus Content: Southern Company Is Spending $81 Billion on the Grid. Zero-Loss Wire Could Change What That…
IonQ Raised Billions. Your Shares Got Diluted.
October 15, 2026 The $40 offering price is not the price you are really paying First a note from our…
Eli Lilly Rose 4% as Tech Sank. Here’s Why Earnings Matter.
Wednesday’s rotation out of AI and into pharma had a clear winner, and Lilly has the numbers to make the move stick.
Companies to Buy This Quarter [Download]
October 15, 2026 Bonus Content: Albertsons Pulled Guidance. The Kroger Lawsuit May Be Bigger Than the Stores. A note from…
Beijing Gets IMF Cover to Go Bigger. Will It?
The fund’s unusually blunt call for more China stimulus lands ahead of Monday’s GDP data that could force Beijing’s hand.
Why Bill Gates put $200 million into this
October 15, 2026 Bonus Content: Transsion’s Hong Kong Price Looks Cheap. Memory Chips Say Otherwise. A note from our friends…
Someone Just Bought a Dying Dating App
October 14, 2026 Ithaca Holdings just set a valuation floor for distressed dating apps Hey there, bargain hunter. Someone just…