Jensen Huang spent last week telling anyone who would listen that Nvidia will sell twice as many...
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September 23, 2026 Bonus Content: Chinese Cars Hit 12% of Europe. Tariffs Didn’t Stop Them. A note...
Two forces are pulling at oil simultaneously this week, and the direction Brent settles by Friday will...
September 22, 2026 Bonus Content: Defence Stocks Are Up Since 2022. Can Peace Unwind Them? A note...
September 21, 2026 The bond market is asking hard questions about whether a $65 billion AI conviction...
September 21, 2026 Bonus Content: Volkswagen’s 1% Margin Is the Crisis. Can Cuts Fix It? A note...
The debate around AI infrastructure stocks has always been about time: how long will it take for...
A note from our friends at MarketWise(ad) Editor’s Note: For nearly two decades, Whitney Tilson managed money...
Steven Cahall at Wells Fargo did not arrive at this call quietly. On Friday, Wells Fargo downgraded...
A note from our friends at Paradigm Press(ad) Below is an important message from one of our...
