OpenAI and Anthropic Are Betting That Smaller Data Centers Win
The labs eyeing 20-30MW sites in the UK and Nordics are signaling what constrains AI now: time to live power.
Simple 1-hour trading strategy revealed
A note from our friends at Base Camp Trading(ad) Dear Income Seeker, If you’re struggling to find high-probability income trades……
AutoZone Reports Tuesday and the Stock Needs a Win
September 20, 2026 Every macro tailwind is blowing its way. The comps will say whether any of it is showing…
UK Gilt Yields Just Diverged From the US. Here Is Why.
The BoE’s freeze on APF gilt auctions until April 2027 removes a supply pressure that has no equivalent in the US Treasury market right now.
Studios Pay Billions for What This Company Creates
September 20, 2026 Bonus Content: Venezuela’s Oil Is Flowing. Your Gas Bill Ignores It. A note from our friends at…
Five Things That Will Move Markets This Week
AutoZone, KB Home, Costco earnings, the September flash PMIs, and a two-day run of Treasury auctions all land before Friday’s close.
The best part of trading starts at 9:30am EST
September 19, 2026 Bonus Content: Nucor Fell 6% on Guidance Still Above Last Quarter A note from our friends at…
The Accenture Bounce Was a Fake-Out
September 19, 2026 Up 52% on nothing. Now a top analyst is out. October 1 is the real test. Hey…
Nvidia’s Best Hope in China Is Sitting at the Dinner Table
Jensen Huang at Thursday’s Trump-Xi state dinner shows what semis are pricing in, and what they already got wrong once.
Trump’s AI Plan Was Hiding in Plain Sight
September 19, 2026 Bonus Content: GM Lost 5% Friday. No Company News. That’s the Problem. A note from our friends…