SoftBank’s 20% share surge bets everything on OpenAI
A record ¥1 trillion retail bond priced last week. Savers fund Son’s AI bet.
Category: Top News
Zcash Passed $1,000. The Short Sellers Paid for It.
A Grayscale spot ETF, forced liquidations, and a top-ten market cap while Bitcoin sits stuck near $79,900.
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.
How Allocators Are Pricing the AI Buildout
Phase 2 of the chip tariff could turn server OEM bills of materials into a trade-policy variable, and the data center carve-out is the only number that matters.
Bonta Cancels. The Clock Starts Oct. 1.
A blown settlement meeting and a ticking fee make PSKY and WBD the week’s most asymmetric defined-risk opportunity.
The Primary Market Machine Is Running at Full Speed
A record-pace bond issuance cycle and a transformed IPO access model are rewriting what retail investors can actually do in 2026.
CRM Reports in Four Days. The Only Number That Matters.
Agentforce ARR grew 205% last quarter. August 26 reveals whether that was a peak or a floor.
Five Dividend Fortresses for an Uncertain Market
When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what the economy does next.
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.
TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.