When an acquirer announces a deal and both stocks fall, the market is delivering a verdict, not...
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November 3, 2026 Bonus Content: Anthropic’s $895B Compute Bill: Moat or Millstone? A note from our friends...
Bond investors delivered a verdict on neocloud financing last week. The Wall Street Journal reported that CoreWeave,...
November 2, 2026 Bonus Content: Anthropic Is Going Public Into a Brutal Tech Week A note from...
The Wall Street Journal reported this weekend that CoreWeave, Nebius, and Nscale have effectively been shut out...
November 1, 2026 Bonus Content: OPEC+ Froze December Output. Members Can’t Hit Quotas. A note from our...
The ACA Marketplace 2027 open enrollment period starts November 1, 2026, in most states. It is the...
October 31, 2026 Bonus Content: Twilio Fell 15% on a Beat. Is Software Broken or Mispriced? A...
ServiceNow reported Tuesday night that subscription revenue rose 21%, total revenue hit $4.106 billion beating consensus, and...
October 29, 2026 Bonus Content: Anthropic’s $518B Tab Could Outlast the AI Boom A note from our...
