Friday, October 16, 2026

2026.42: Home At Last

Stratechery’s weekly bundle covers Apple HomeView and SpaceX’s cellular ambitions.

TSOH Weekly Roundup (10/16/2026)

Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.

Is The Market Turning The Page?

CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.

PesoRama: Research Flash

PesoRama will reach 54 JOi Dollar Plus stores by November after raising C$28.4 million, funding more than 50 additional Mexican store…

Modine Deep Dive

Modine, soon Modexus Solutions, has a $4 billion hyperscaler cooling contract but must ramp factory output and restore margins as data…

ASML Is Building a Hybrid Bonding Tool!

ASML’s patent filings point to a track-based die-to-wafer hybrid bonding tool that could challenge Besi in advanced logic packaging.

CoreWeave: Why Credit Markets See A 54% Chance Of Default

CoreWeave’s 2032 notes yield over 15%, signaling a 54% default probability as borrowing costs exceed rental yields on AI infrastructure…

CRWV $34B

SA Dustin Quasney 41h ago 21 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens…

ASML 3Q’26: 2030 Arrived Four Years Early

ASML reported €11.7 billion in 3Q 2026 sales, up 55%, and raised full-year guidance to €44–45 billion as AI-driven semiconductor demand…

Berkshire B: Holding, Developing Headwinds Have Yet To Reflect In Stock Price, In My View

Berkshire Hathaway trades at 1.46 times book as reinsurance pricing pressure, softer P&C, concentrated equities and cash weigh on its…

BRK.A $1.1T

SA Pearl Gray Equity and Research 46h ago 3 clicks

SPHR · long

Sphere Entertainment CO

Sphere Entertainment is shifting from construction and startup spending to a high-margin, cash-generative venue-operator model, with…

Everyone wants to defend CoreWeave but who really knows

CoreWeave faces fresh skepticism as another AI trade selloff collides with bullish defenses of the company.

A Conversation With Ari Emanuel About Entertainment and AI

Ari Emanuel discusses AI’s impact on Hollywood, live events, social networks and the future of advertising.

RTX Q3 Preview: Two Growth Engines Make This Aerospace And Defense Leader A 'Buy'

RTX’s $289 billion backlog, including $119 billion in defense, supports growth from defense contracts and commercial aerospace aftermarket…

RTX $247B

SA Blake Winiecki Oct 14 4 clicks

Coherent | Management Call

The Tesla Story Is Falling Apart, And A Flying Roadster Won't Save It

Tesla’s Q2 revenue rose 26%, but operating margin fell to 1.4% and free cash flow was negative $1.1 billion as valuation reached 215x…

TSLA $1.4T

SA Julia Ostian Oct 14 5 clicks

My 2028 numbers

ASML’s €11.7 billion quarter benefited from €3.3 billion in installed-base sales and operating leverage, while the MATCH Act threatens…

Deep Dive: Applied Materials ($AMAT)

Applied Materials leads wafer-fab deposition and ranks third in etch, positioning it for tougher 3D chip manufacturing as investors weigh a…

First Tracks Biotherapeutics: Teva Validated The Pathway, ANB033 May Own The Receptor

First Tracks Biotherapeutics’ ANB033 posted stronger Phase 1b celiac efficacy than Teva’s IL-15 inhibitor, with $168 million funding…

TEVA $48B

SA Equity Eagle Oct 14 8 clicks

Research Roundup Vol. LVI

Howmet Aerospace is framed as a beneficiary of turbine and aircraft-engine demand, while J.B.