The $349 Ray-Ban Is Now Meta’s Real Bet
Meta’s audio-only Ray-Bans ship Oct. 13. They matter more to Reality Labs today than the $1,300 VR glasses due in spring 2027.
Jensen Huang Says Sales Will Double. The Market Is Charging Him Half Price.
September 23, 2026 Nvidia forecast 70% fiscal 2028 growth. The valuation gap is the real work. Jensen Huang stood before…
The Data Layer Underneath Every Enterprise AI Project Is Being Revalued
Snowflake’s fiscal Q2 showed faster growth, wider margins, and AI usage that is compounding.
Viking’s Obesity Drug Can Work on a Monthly Schedule
Tuesday’s data didn’t just show weight loss. It showed weight loss you don’t have to chase every week.
Intel Can Fill Half Its Orders. That Gap Is the Trade.
Tan’s supply admission is the real driver. Q3 results are where it proves out.
Apple’s $20,000 Mac Pitch: Cheaper Than the Cloud
September 22, 2026 New Mac minis and Mac Studios ship today, and Apple says local AI beats paying per token….
Amazon Just Told Meta’s Muse It Is Not Welcome
Amazon’s Muse block tests who sets the rules when AI agents shop
Freeport-McMoRan Sits at the Center of America’s Copper Dilemma
September 21, 2026 A record copper price, a stalled tariff decision, and a Q3 catalyst are converging on the one…
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 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.