The Essential

Valiant’s Chris Hansen Bullish on AI Spending

The Tiger Grandcub argues that hyperscaler spending will “prove more durable than the market is forecasting for the next several years.”

After Andrew Left’s Conviction, Short Sellers Rewrite the Fine Print

Activist short sellers are making one thing explicit: They may start covering their positions as soon as their reports hit.

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What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500

From the Archive: Inside the Machine: A Journey into the World of High-Frequency Trading

An editor's journey into the world of high-speed trading and proprietary algorithms that make or break markets.

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