A note from our friends at Behind the Markets(ad) Dear Friend, Google is paying Elon $920 million...
Q3 earnings land tomorrow, and the credit-based model's effect on SMB retention is the number Wall Street...
When an acquirer announces a deal and both stocks fall, the market is delivering a verdict, not...
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...