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AI Stocks Have Their Worst Day Since June + Our College Football Weekend Preview | October 23, 2026
Andrew and Thomas break down the AI selloff and the rally in homebuilders as the 10-year slips under 5%, preview next week's big tech earnings, and r…
2 days, 5 hours ago
Markets Drop but Bonds Rally as Meta Floats a Possible Equity Raise | October 22, 2026
Ben and Tom break down the bond rally driven by worries about off-balance-sheet AI debt, Meta's earnings and new Class C shares, and Zuckerberg weigh…
3 days, 6 hours ago
SpaceX Rips 9% on 55% AI Margins. So Why Isn't Nvidia Up? | October 21, 2026
Andrew, Ben, and Tom break down SpaceX's 55% incremental AI margins and Elon's possible Tesla merger, SMCI's $4B guidance raise, and signs the consum…
4 days, 6 hours ago
Subprime Auto Loans Flash a WARNING + Oil Pops 4% on Options Expiration | October 20, 2026
Tom and Thomas break down rising subprime auto delinquencies and GM's narrowed guidance, why oil's 4% pop is mostly an expiration-day move, and earni…
5 days, 5 hours ago
Elon and Anthropic GIVE BACK Billions. Will Anyone Give Them Credit? | October 19, 2026
Andrew and Ben break down Elon's pledge of SpaceX shares for every US kid, Anthropic's new 5% Public Benefit Fund, Microsoft walking away from Nscale…
6 days, 4 hours ago
Inflation Ran Hot. So Why Did Bonds Rally? + Apple Partners With Meta Muse | October 16, 2026
Andrew, Ben, and Tom break down why bonds rallied on hot inflation data as AI stocks fell, Warsh declining to precommit on rates, and Apple partnerin…
1 week, 2 days ago
Larry Fink Sees a Capital Shortage. CoreWeave and Oracle Feel It First | October 15, 2026
Ben and Tom break down Larry Fink's capital-shortage warning, Anthropic's Q3 revenue, and the selloff in CoreWeave and Oracle, plus hot PPI and retai…
1 week, 3 days ago
AI Gets the Money. Housing Gets the Bill + FBI Busts an Alleged OpenAI Spy | October 14, 2026
Andrew, Ben, and Tom break down the hotter core CPI print and how AI is soaking up capital while housing freezes, plus the FBI's arrest of an OpenAI …
1 week, 4 days ago
Anthropic Said "Pace the Frontier." Meta Said No + Kroger Cuts 3,000 Jobs | October 13, 2026
Andrew, Ben, and Tom break down Meta's Muse Wonder launch and why it changes the AI race, plus Kroger cutting 37% of its corporate jobs, Albertsons' …
1 week, 5 days ago
Germany Cut Refineries. Now It Calls Them Critical + IMF Warns of an AI Tsunami | October 12, 2026
Andrew, Ben, and Tom break down why refinery capacity is driving record diesel prices and the IMF warning that AI is a "slow-moving tsunami" for offi…
1 week, 6 days ago