Thursday, September 24, 2026

Markets

Oklo: The AI Power Stock Everyone Wants to Argue About

OKLO is being valued less on today’s revenue and more on the possibility that AI’s next bottleneck is electricity. Meta’s planned 1.2 GW Ohio project,...

Small Caps Are Quietly Leading the Market

The Russell 2000 is outperforming major indexes in the short term and year-to-date. Small caps are benefiting from risk-on sentiment, lower oil pressure, and improving...

Fed Communication Risk: Why Kevin Warsh Could Move Markets

Kevin Warsh’s first Fed meeting could become a major volatility event for stocks and bonds. The biggest market risk is not only the rate decision...

SpaceX’s $60 Billion Cursor Deal: Why Musk Wants to Own the AI Coding Layer

SpaceX is buying Cursor for speed — faster code, faster engineering, faster AI deployment. The $60B deal turns AI coding into strategic infrastructure, not just...

The AI IPO Wave: Bull-Market Fuel or Liquidity Drain?

SpaceX just raised $75B in the largest IPO ever, setting the tone for a new mega-tech listing cycle. OpenAI and Anthropic could follow with valuations...

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