November 3, 2026 Bonus Content: Anthropic’s $895B Compute Bill: Moat or Millstone? A note from our friends...
A $10 billion stock sale at an 11% discount forces a question large managers must answer: who...
Bond investors delivered a verdict on neocloud financing last week. The Wall Street Journal reported that CoreWeave,...
With 80% of FY27 fuel locked in at about $67 a barrel only through March 2027, and...
November 2, 2026 Bonus Content: Anthropic Is Going Public Into a Brutal Tech Week A note from...
A secured facility shows how AWS funds its build-out, and what stockholders now stand behind.
Two straight quarters of accelerating growth set a high bar. Only another full-year revenue raise may satisfy...
The Wall Street Journal reported this weekend that CoreWeave, Nebius, and Nscale have effectively been shut out...
November 1, 2026 Bonus Content: OPEC+ Froze December Output. Members Can’t Hit Quotas. A note from our...
The ad platform posts about 83% adjusted EBITDA margins and is gaining e-commerce share fast. The stock...