Sunday, June 28

Sunday, June 28, 2026

Everything we published on this day.

6 stories

OpenAI and Anthropic's IPO ambitions collide with AI-driven memory shortages that Apple says are forcing product price increases.

Kakashii's Materials Jun 28 1 click

@DevinLaSarre Jun 28 1 click

Newest out. The Nicotine Window $PM $BTI $MO $IMBBY $HAYPP $STG https://t.co/dsPhltOzUN

Weekend Digest 348 adds MarketAxess, Boston Scientific, JD and Walmex to a buy-and-hold portfolio, alongside views on Colombian markets,…

Ian’s Insider Corner Jun 28 1 click

GrabAGun’s $68 million market capitalization sits below $98.5 million net cash, while PEW Logistics and ammunition subscriptions target…

XIX Value Jun 28 1 click

Fox’s $22 billion Roku deal cut FOXA 25%, but Simeon McMillan argues Roku’s streaming-TV reach, advertising upside and synergies make the…

Yet Another Value Blog Jun 28 2 clicks

Wingstop generates most of its $697 million revenue from franchise royalties across a 3,153-restaurant, 98%-franchised system while…

Bearhold Research Jun 28 3 clicks