Google Just Lost Its Right to Own the First Screen
UK regulator move to add ChatGPT and Perplexity to Android choice screens hit Alphabet harder than Meta’s rise alone explains.
Southern Company Has Google Paying for Its Nuclear Upgrades. That Changes the Investment Case.
The Google-Georgia Power deal shifts who bears the cost of AI power growth, and SO shareholders may be the quiet…
Vicor’s Royalties Doubled Its Growth Guidance. Insiders Are Still Selling.
The licensing pivot is real and quantified. Whether the stock price already reflects more than that is the harder question.
Grok Bot Hit 418,000 Users. The Revenue Math Is the Real Test.
SpaceXAI's agent crossed 400,000 weekly users at 24% weekly growth, but the AI division lost $2.47 billion last quarter. Here…
The Rare Earth Sticking Point That Could Sink Thursday’s Summit
Markets are priced for a deal. Beijing's Japan curbs suggest the terms are nowhere near settled.
Brent Dropped After Riyadh Was Hit. The Flows Explain Why.
Saudi exports rebounded above 4 million bpd in September, and energy stocks must now be read through that lens.
The Merz Trade Is Cracking. Bunds Have Not Noticed Yet.
Equity managers bought Germany on defence spending and reform. Sunday's state results put the man behind both promises in doubt.
The Fed Just Hiked. Now 10 Officials Explain Why Another One May Come.
With no CPI, no payrolls, and the 10-year back at 5.00%, Fed speakers matter most this week.
Nscale’s $103 Billion in Contracts Has a $1 Billion Problem
The S-1 shows only $2.6 billion of that total was active as of Aug. 31, and the Anthropic deal needs…
Five Things That Could Move Your Portfolio This Week
From a 19-year 10-year yield high to Costco's dividend signal, the week of September 21 is packed with market-moving events.