Palantir Is the Only Pentagon AI Stock You Can Buy
ChatGPT and Grok just landed in GenAI.mil. Palantir turns that into decisions.
Business
The Balance Sheet Case Against Small Caps
Warsh's Jackson Hole warning has institutions screening the Russell 2000 for interest coverage, not valuation.
UP-NS Decision Pushed to H2 2027
STB calendar extends arb risk into 2027, with Nov. 18 as the first must-watch date.
The Bond Market Has Already Voted on AVGO. Sept. 2 Is the Recount.
Equity holders have nine days to demand answers on guarantees, leases, and backstops that credit markets are already pricing as…
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
The Houston Signing Is Just the Entry Fee
Independent US producers are inking PDVSA deals tonight. The upgrader problem, the rig shortage, and a 93-rig gap explain why…
Amazon’s Book Destruction Is an AI Data Alarm
A Las Vegas warehouse shows how intense the training data race is, and what it means for Amazon’s frontier model…
The Boring Companies Winning the AI Race
GEV, VRT, ETN, and DELL booked the numbers this earnings season. The market is still looking at the wrong layer.
WDAY Jumped 21%. The Deal Is Not Done.
Silver Lake’s reported pursuit of Workday is less about one company and more about whether private equity has decided the…
Google’s AI Reshuffle Is a TPU War
The Hassabis shift and the Dean exit are symptoms. The chip allocation fight is the disease.