Bloom Energy, Illumina and Everpure Join the S&P 500
Three stocks in, three stocks out on Sept. 21. The after-hours moves are already done, but index funds still have two weeks to buy.
America’s Largest Nuclear Operator Is Down 20% in 2026
Constellation has 20-year deals with Microsoft and Meta, a restart advancing, and a $5B buyback. The stock has barely noticed.
Nvidia Is Buying the Platform Where AI Models Live
The $13 billion Hugging Face deal reveals what Nvidia fears.
Here’s Why Trump Won’t End The Iran War
September 4, 2026 Bonus Content: Gold Is Back at $4,490. The Yields That Decide Next. A note from our friends…
MediaTek Is Now Key Inside Nvidia’s Empire
Nvidia’s $3.5B convertible-bond bet ties MediaTek to NVLink Fusion
Microsoft Put a Dollar Figure on Azure. Now the Cloud Race Looks Different.
At $29.4bn a quarter, Azure is bigger than many modeled, and still smaller than AWS. That gap is the new argument.
What If the Best Time to Look at Gold Is: RIGHT After It DROPS 11%?
September 2, 2026 Bonus Content: A 66% Chance of a Rate Hike Should Change What You Own A note from…
Gold Has Lost Its 2026 Gain. A September Rate Hike Is Why.
With hike odds near 70% and real yields rising, the levels that matter for GLD, GDX, and silver.
Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline to watch.
The billionaire Wall Street loves to hate
September 1, 2026 Bonus Content: JPMorgan Just Blinked. Goldman Is Holding the Other Side. A note from our friends at…