Infineon Technologies has rarely looked better on paper heading into a results day. The company closed its fiscal third quarter…
Day: November 8, 2026
Nu Holdings’ Loan Book Is What Thursday’s Report Is Really About
The most anticipated earnings report of the week ending November 13 belongs not to a semiconductor company or an AI…
Interest on the debt now costs more than defense
A note from our friends at American Alternative Assets_FBD(ad) The U.S. national debt recently crossed $39 trillion – up nearly…
Anthropic just became Elon’s tenant
A note from our friends at Behind the Markets(ad) Dear Friend, Google is paying Elon $920 million a month. Anthropic…
Elon Musk: This Could be 180 Times Bigger than SpaceX IPO
November 8, 2026 Bonus Content: Datadog Beat Estimates by a Wide Margin. The Stock Fell 14% Anyway. A note from…
Elon Musk’s Hushed FCC Filing. December 8th.
November 8, 2026 Bonus Content: Constellation Energy Reports Monday. Nuclear Meets the Data Center Supercycle. A note from our friends…
Constellation Energy Reports Monday. Nuclear Meets the Data Center Supercycle.
With about $9.2 billion in revenue expected and analysts looking for upside, the question is whether the Calpine integration is…