The Latte
Written by
George Babis
Connect
Sep 27, 2026
•
5 min read
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
6 min read
AI vs. everything else.
Sep 16, 2026
7 min read
Forgent just delivered 94% revenue growth and entered FY2027 with $3 billion of backlog.
Sep 13, 2026
Sticky inflation, rising yields, and a weakening consumer are leaving the Fed with no easy move.
Sep 9, 2026
As AI moves into robots, vehicles, drones and machines, Ouster is building the technology that helps them see the world.
Sep 6, 2026
A resilient labor market has revived rate hike fears just as stocks were approaching record highs.
Sep 2, 2026
The weight-loss story is only the beginning. Hims is building a global consumer healthcare platform with multiple growth engines.
Aug 30, 2026
Nvidia crushes expectations as hyperscaler AI spending accelerates toward $1.3 trillion.
