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Have you noticed this weird daily anomaly?
September 11, 2026 Bonus Content: Vertiv Is No Longer Just a Cooling Company A note...

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Microsoft Turned Away Customers for Years. Now It Wants 38 Gigawatts.
The real winners may be the turbine and transformer sellers.

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Marvell Landed Deals With All Three Hyperscalers.
September 11, 2026 The selloff after Marvell’s Google deal reveals a market struggling to price...

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Nobody Wants 30-Year Treasuries at 5.35%
September 11, 2026 The 10-year yield hit its highest since October 2023 The question hanging...

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Nvidia says without this radical device AI can’t scale
September 11, 2026 Bonus Content: Brent at $107 Changes the Oil Trade From Spike to...

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