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.
The Fed Just Hiked. Now 10 Officials Explain Why Another One May Come.
With no CPI, no payrolls, and the 10-year back at 5.00%, Fed speakers matter most this week.
5 Market Events That Will Define Your Week
From a homebuilder bracing for a 44% earnings drop to McDonald’s make-or-break strategy reveal, here is what matters from September 22 to 23.
Alphabet’s $15B Finland bet puts Gemini to work
A record Europe infrastructure push and a new voice AI release test payback.
Why Isn’t This Better Known?
A note from our friends at The Oxford Club(ad) Dear Reader, The AI story Wall Street isn’t spelling out AI…
Moderna’s Cancer Factory Is the Real Story
A Phase 3 melanoma win proves mRNA oncology. Can it scale?
The Marvel Playbook Created 350B+ in Franchise Value
September 18, 2026 Bonus Content: US Energy and Farm Goods Are the Real Trade at Stake A note from our…