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Category: Top News

Zcash Passed $1,000. The Short Sellers Paid for It.
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.

September 6, 2026
America’s Largest Nuclear Operator Is Down 20% in 2026
Top News

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.

September 5, 2026
How Allocators Are Pricing the AI Buildout
Top News

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.

August 30, 2026
Bonta Cancels. The Clock Starts Oct. 1.
Top News

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.

August 24, 2026
The Primary Market Machine Is Running at Full Speed
Top News

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.

August 23, 2026
CRM Reports in Four Days. The Only Number That Matters.
Top News

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.

August 22, 2026
Five Dividend Fortresses for an Uncertain Market
Top News

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.

August 19, 2026
The Boring Companies Winning the AI Race
Top News

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.

August 15, 2026
TeraFab Wants 400 EUV Machines. ASML Ships 48.
Top News

TeraFab Wants 400 EUV Machines. ASML Ships 48.

The biggest building plan on Earth hits a constraint that money cannot speed up.

August 15, 2026
Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough.
Top News

Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough.

A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap underneath is the real story.

August 12, 2026

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