Day: September 12, 2026

Super Micro Has $60B in Orders. The Stock Trades Like It’s Forgotten. 0da3f8f9-02b4-41ed-9cf6-eabfe2f8679a

0da3f8f9-02b4-41ed-9cf6-eabfe2f8679a

Super Micro Has $60B in Orders. The Stock Trades Like It’s Forgotten.

Market Spectator September 12, 2026

Oracle’s capex guidance sent Dell and HPE up about 12% Friday. Supermicro rose ~7%, despite an order...

Morgan Stanley Helped OpenAI Build the Tool That Could Replace Its Own Junior Bankers 452a1b72-289f-4255-af85-e0aeae25fa32

452a1b72-289f-4255-af85-e0aeae25fa32

Morgan Stanley Helped OpenAI Build the Tool That Could Replace Its Own Junior Bankers

Market Spectator September 12, 2026

Co-designing your own disruption is either the shrewdest capital allocation on Wall Street or a slow-motion surrender...