Europe Is Growing Again. US PMI at 9:45 Will Decide Next
Germany’s composite hit 53.8 and France flipped above 50, but the ECB’s rate path makes every strong number a double-edged sword.
Shopify: AI Agents Could Become Its Biggest Salesforce
The Meta Muse deal adds distribution, but the math only works if agentic checkout volume becomes large enough to justify a valuation that still implies high growth.
One Nasdaq Offers Investors More Than One Way into America’s Next Tech Boom
September 23, 2026 Bonus Content: Europe Is Growing Again. US PMI at 9:45 Will Decide Next A note from our…
Bitcoin Hits $86,000 and the Crypto Trade Is Back On
A short squeeze cleared $648 million in bearish bets Monday, Strategy bought again, and major crypto stocks followed BTC higher.
Meta’s Muse Hits No. 1. Connect Keynote Is Wednesday.
Muse reached No. 1 about 10 days after launch. Connect 2026 starts Sept. 23.
In at 9:35 AM. Out by 10.
September 22, 2026 Bonus Content: The Nasdaq Just Hit a Record. Now Comes the Hard Part. A note from our…
Nvidia Is Now the Trump Administration’s AI Policy Desk
With Jensen Huang as the president’s primary sounding board and 61% of voters opposing data centers, the policy risk that AI bulls haven’t priced is the one sitting inside the White House.
Trump’s AI Plan Was Hiding in Plain Sight
A note from our friends at MarketWise(ad) Editor’s Note: Our friend Louis Navellier has been a guest at Mar-a-Lago, President…
Jana Partners Wants Cooper Companies Broken Up. Here’s What the Pieces Could Fetch.
After a botched CooperSurgical review and a fourth guidance cut in two years, Jana is demanding a new CEO and a CooperVision auction at what may be the cheapest the stock has been in a decade.
Nvidia’s $10 Billion Bet on Anthropic Just Got Harder to Read
A second IPO slip to November turns the reported anchor stake into an open question about what the AI complex is actually worth.