The Latte
Written by
George Babis
Connect
Aug 26, 2026
•
8 min read
The stock has fallen sharply, but subscriber growth, profitability and the broader fintech platform continue moving in the right direction.
Aug 23, 2026
6 min read
Yields are surging, Treasury is stepping in, and investors are rotating into gold and Bitcoin.
Aug 19, 2026
Lime $LIME has built something its predecessors never had: scale, profitability and durable unit economics.
Aug 18, 2026
Aug 16, 2026
Inflation is cooling and AI spending is accelerating. But retail sales, jobs and consumer sentiment are telling a very different story.
Aug 13, 2026
Aug 12, 2026
Hyperscaler spending remains relentless, earnings are exploding, and Credo is expanding from copper into a much larger optical opportunity.
Aug 9, 2026
The worst jobs report in three years just gave Wall Street exactly what it wanted.
Aug 8, 2026
3 min read