The Latte
Written by
George Babis
Connect
Oct 18, 2026
•
7 min read
CoreWeave debt near 15% and a hot CPI print handed the Nasdaq its worst week since June, while the Dow still finished higher.
Oct 14, 2026
6 min read
Navan is winning enterprise customers, automating travel with AI agents, and trading at a valuation that could leave room for further upside.
Oct 11, 2026
The S&P 500 set its first record since August, while the 10-year hit its highest yield since 2002
Oct 7, 2026
Galleri just cleared a major regulatory hurdle—and FDA approval could unlock broader reimbursement and a potentially massive new market.
Oct 4, 2026
5 min read
September's 29,000-job print took an October hike off the table.
Sep 30, 2026
SpaceX already has rockets and Starlink. Now Grok could turn it into a major agentic AI platform.
Sep 27, 2026
AI earnings are keeping the market afloat as higher rates and a weaker consumer create an increasingly unusual backdrop.
Sep 23, 2026
8 min read
The AI infrastructure stack is expanding—and Sandisk sits at the center of the shift toward storage-intensive inference.
Sep 20, 2026
AI vs. everything else.
