The Grid Can’t Keep Up With AI
PJM’s third straight auction at the price cap is locking in a decade-long tailwind for owners of dispatchable power.
Nvidia Moved the Market. Most Stocks Didn’t.
August 30, 2026 One stock added $442 billion in a single session. Here’s what that...
Google’s Price War Hits Snowflake’s Meter
Wednesday’s Q2 report tests whether consumption-billed AI workloads can expand faster than Google cuts the cost of running them.
The Balance Sheet Case Against Small Caps
Warsh's Jackson Hole warning has institutions screening the Russell 2000 for interest coverage, not valuation.
When the Brake Fails: Trading Into a Data Week
August 29, 2026 A tiny benchmark revision dulls the labor-market bear case six days before...
ROIV Has Its First Approval. Now Comes the Harder Part.
Lisraya wins dermatomyositis, but a boxed warning, a larger patient pool than advertised, and Phase 3 readouts define what the…
Warren Buffett Preparing for Imminent AI Meltdown?
August 29, 2026 Legendary Investors Dumping Nvidia. AI Meltdown Next? Bonus Content: ETF Inflows Don’t...
Branded Checkout, Braintree, Venmo: Lores Owns the Math
The $60.50-per-share floor is gone. PayPal’s three businesses must prove their worth on their own.
North America’s Trade Fork
August 28, 2026 Mexico negotiates while Canada retaliates, and the split is showing up in...
The greatest wealth transfer in American History
August 27, 2026 Shocking forecast for America Bonus Content: RUM’s $13.7B Contract Has a Catch...