Netflix Is Down 41%. Ackman Bought Anyway.
A $4.7 billion buyback, a $3 billion ad business, and Ackman re-entering after a multiple reset.
August 22, 2026
Micron’s CEO Just Called Time on the Boom-Bust Clock
☰ ☰ Micron’s CEO Just Called Time on the Boom-Bust Clock ☰ A $10 billion research lab, a 50% supply…
The Feedback Loop Bonds Cannot Escape
BofA’s Hartnett says the debt-service spiral is the real threat, not the round number.