The Latte
Written by
George Babis
Connect
Oct 25, 2026
•
7 min read
Meta's first cash burn in over a decade, a 6.7% chip rout and $116 Brent left the S&P 500 down for a second week.
Oct 21, 2026
Vicor lost nearly 40% in under three weeks in the AI infrastructure selloff, then reported its biggest quarter yet
Oct 18, 2026
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.
