The Investor
Capital, valuations, and market structure — where money is moving and what the move implies.
The 30-year fixed rate slipped two basis points to 6.65%, its second straight weekly decline. It is still seven basis points above where it sat a year ago.
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North Carolina, Wisconsin, Louisiana and Connecticut are routing tax dollars and betting revenue into athletic budgets. The federal bill meant to impose guardrails does not restrain them.
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Trump told operators the jobs and taxes are enormous. The Senate Republicans' own campaign arm told candidates the issue is an anchor around a sitting senator's neck.
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Compiling any project that resolved the poisoned crate on August 20 was enough to run a credential stealer. Wiz links the infrastructure to DPRK-attributed campaigns.
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A preliminary $250 million commitment from Anthropic is reportedly carrying a British inference-chip startup from about $1 billion in May to $6.5 billion, with silicon due in 2027.
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The Ackman Oxman Institute is anchored in Pershing Square stock, housed in discounted Manhattan lab space, and structured to hire the researchers elite universities can no longer hold.
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Ottawa's Launch the North program and SpaceX's Falcon 9 booking cutoff at 2028 have made sovereign launch fundable in Canada. The engineering timelines have not moved.
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US dealership service and parts sales hit $164.6 billion last year, up 48% in five years, while average profit per public store sits well below its 2022 peak.
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Chamath Palihapitiya says the state-level revolt against AI data centers could cost 200 to 300 basis points of annual US GDP. The permitting risk is now bipartisan.
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July exports rose 23.2% year on year and chipmaking equipment shipments jumped 49.1%. Total export volume grew 5.2%. The difference is price and currency.
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A new Office of Conservation Easements centralizes enforcement strategy while the uniform settlement initiative ends. The terms did not change; who has to start the conversation did.
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An Aug. 17 note says political backlash to data centers must be underwritten like land, power or labor. That reclassifies siting risk from a communications expense into an underwriting input.
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Adam Guild told SaaStr that DAU, WAU and MAU should fall as agents do the work. Owner is past $100M ARR and accelerating, which is the only reason the argument gets a hearing.
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Moderna shares rose more than 100% after the melanoma Phase 3 hit, and a co-founder's net worth went from $730 million to $1.7 billion. The wealth number is a risk gauge, not a story.
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Named investors told Fortune that 10 to 20 percent of their portfolios now sit in a vulnerable bucket beyond normal mortality, and that only licenses and hard data look insulated.
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A new Anti-Corruption Data Collective report classifies 556 Polymarket wallets as likely insider traders, moving the issue from individual prosecutions to a measurable population.
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The completed acquisition creates a $327 billion-asset US bank and a 2028 return-on-tangible-equity target of about 18%, against 10% last year. The systems merger lands barely a year before that.
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A former engineering director testified that Instagram ran a "don't ask, don't tell" approach to under-13 users and graded staff on engagement. Twenty-five more state trials follow.
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Heidi Overton would arrive at the FDA from the White House Domestic Policy Council, with a political record rather than a regulatory one. Plan submissions for priorities set from outside the building.
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Florida's Republican gubernatorial nominee ran on ratepayer costs while taking AI PAC money. The NRSC calls data centers a midterm "sleeper issue." Cost allocation is now a schedule risk.
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A $300 million Series C doubles Etched's valuation in seven months on $1 billion of orders and hardware almost nobody outside the cap table has run. Buyers now have a number to price against.
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Micron's stock is up more than tenfold since end-2024 and it is spending $50 billion at home. Its employees and its host city now hold the same cyclical bet three ways.
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The retailer booked nearly $1 billion back after the Supreme Court struck down Trump's import taxes. Its CFO points to price cuts, but the disclosure so far is thinner than the number.
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A 2026 JAMA Surgery analysis shows surgical obesity care losing a third of its volume in two years. The spend has not vanished; it has moved to the pharmacy benefit, where coverage decides who gets treated.
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The National Assembly named Steve Hanke special adviser and told him to write a full dollarization law. He puts the odds of passage at 50% to 80%.
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A 50-year lease on federal land at Fort Bliss suggests the next tranche of compute capacity gets sourced through Washington, not through joint ventures with big tech.
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Ant International says its upgraded forecasting model is in production at Citi, HSBC, Deutsche Bank, Standard Chartered and Barclays, with a claim of 60% lower hedging costs attached.
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Fortune argues that as frontier models converge, advantage goes to whoever funds and runs infrastructure most cheaply. That makes capital structure the variable investors have to underwrite.
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A private Republican memo blames data-center backlash for Jon Husted's trouble in Ohio. The warning inside it is about approvals everywhere, which makes it a cost line, not a talking point.
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The SEC is suing three ex-Tricolor executives for securities fraud over the same conduct prosecutors charged as bank fraud, and it wants disgorgement and penalties from them individually.
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