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Latest editions

AI Sends Bills | The Counter Cracked | Winter Oil

Oct 30, 2026

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5 min read

AI Sends Bills | The Counter Cracked | Winter Oil

Intel's data center sales jumped 78%, and its stock was indicated 25% lower. Binance put a breach at $6.3 billion. Oil for this winter costs $28 more than next winter's.

Open Tab, Capped Tab | Private Money Lines Up | Wall Street Takes the Keys

Oct 29, 2026

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6 min read

Open Tab, Capped Tab | Private Money Lines Up | Wall Street Takes the Keys

Alphabet raised $41 billion to fund its spending and was indicated 10% lower. South Korea's state fund wrote the biggest check in a $620 million AI chip round. Wall Street's record-keeper now issues tokens.

A Nickel on a Hike | Beats Get Sold | Buyers Want Slices

Oct 28, 2026

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5 min read

A Nickel on a Hike | Beats Get Sold | Buyers Want Slices

New Zealand held rates by one vote. Robinhood now earns more from prediction markets than from crypto. BCE is selling half its towers and will pay rent to use them.

Nvidia Commits $3B to Meta | Two Treasuries Buy Back Bonds | War Risk Gets a Date

Oct 27, 2026

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6 min read

Nvidia Commits $3B to Meta | Two Treasuries Buy Back Bonds | War Risk Gets a Date

Meta priced $37.5 billion of stock. Brazil spent about R$14.8 billion on its own bonds. Bitcoin and gold are the bottom two of 21 major assets this year.

Brazil's 82-Cent Upset | Musk Says SpaceX Borrowed $40B for Chips | Fed Week

Oct 26, 2026

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5 min read

Brazil's 82-Cent Upset | Musk Says SpaceX Borrowed $40B for Chips | Fed Week

The main U.S.-listed Brazil fund traded about 19% lower Sunday evening. Corporate bond spreads hit their widest since May 2025. Gold got back above $4,000 as bitcoin slipped.

Oct 23, 2026

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5 min read

Priced Before the Verdict

Moderna cleared every bar and lost $17 billion. An Iran contract sits in dispute at 98 cents. OpenAI's price reportedly slipped in talks and is still 47% above March.