The most trusted destination for unbiased financial insights. News & market perspectives delivered daily for savvy investors who want to stay informed, grow their wealth, and join a like-minded community of 125k+ people.
Jun 4, 2026
•
5 min read
Blackstone capped a $79 billion fund, four AI infrastructure companies beat estimates and all four sold off, and FERC may break up the nation's largest grid because AI needs too much power.
The biggest moves came from expectations, not earnings. When positioning gets crowded, even strong results can struggle to move the story forward.
Jun 3, 2026
The SpaceX roadshow opened as xAI's training team froze, private credit contagion went public, and the OECD raised global inflation by more than a point in a single revision.
The SpaceX roadshow is live, Warsh named a Project 2025 author as his adviser, and the labor market opened a two-year high in job openings while hiring fell simultaneously.
Jun 2, 2026
Morningstar said SpaceX is worth half the ask. The roadshow opens tomorrow into that exact number.
Three AI companies worth nearly $4 trillion are racing to the same public market window, and Berkshire just wrote the first major check into the infrastructure they all depend on.