The Only Market News You Need
Oct 2, 2026
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5 min read
Just 29,000 new jobs, a 5.288% Treasury yield, and an AI spending boom searching for new financing.
Sep 28, 2026
7 min read
AI agents change the checkout. Riskified puts its balance sheet behind the decision.
Sep 25, 2026
Friday’s setup: a 5.18% Treasury yield, pricier oil, AI infrastructure risk, and Costco’s earnings beat.
Sep 21, 2026
3 min read
Shield gets the headlines. The real signal is the repeat-testing label, a price reset, and a business model the Street has not rebuilt.
Sep 18, 2026
4 min read
The Nasdaq gained while small caps fell. Buffett hands over the chair, Japan hikes, and the race for usable AI capacity tightens.
Sep 14, 2026
Brinsupri sales rose 49% quarter over quarter. The real debate is patient retention, and the pipeline adds more ways to win.
