Friday’s tower trade was loud: Crown Castle up nearly 12%, American Tower up more than 11%, SBA up more than…
Day: October 24, 2026
Constellation’s Running Reactors Are Worth More Than Any SMR Promise
The most clarifying thing about Google’s nuclear deal with Constellation Energy is what it chose not to do. Google did…
When oil rises, make it pay you back
October 24, 2026 Bonus Content: Robert Half Is Up 22%. The Hard Part Starts Now. A note from our friends…
The “trap” inside the Anthropic IPO
A note from our friends at The Oxford Club(ad) Dear Reader, I’m going to say something that sounds crazy. Don’t…
You’re not wrong…you’re late.
October 24, 2026 Bonus Content: Senior Housing Occupancy Nears 90%. Welltower Reports Monday. A note from our friends at MarketWise(ad)…
Anthropic Grew Revenue 250% in Nine Months. Its IPO Meets a Market Repricing AI Risk.
Anthropic’s November debut follows a spike in CoreWeave’s credit stress