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The companies, deals and earnings shaping the economy, explained without the jargon.

Amazon’s Ad Lawsuit Puts a $68 Billion Growth Engine Under Scrutiny

Sep 1, 2026

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3 min read

Amazon’s Ad Lawsuit Puts a $68 Billion Growth Engine Under Scrutiny

The FTC and 22 states are challenging the auction mechanics behind one of Amazon’s fastest-growing businesses—and the dispute reaches beyond a routine legal expense.

CrowdStrike Is Betting AI Agents Will Create a New Security Category

Sep 1, 2026

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3 min read

CrowdStrike Is Betting AI Agents Will Create a New Security Category

Falcon IQ and Falcon Guardian extend CrowdStrike’s platform from protecting employees and endpoints to monitoring autonomous software that can act on their behalf.

Comstock’s $2.1 Billion Deal Package Changes the Haynesville Math

Sep 1, 2026

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3 min read

Comstock’s $2.1 Billion Deal Package Changes the Haynesville Math

The natural-gas producer is trading minority interests and future economics for outside cash that can accelerate drilling and reduce funding pressure.

Apple’s New CEO Inherits a $4.6 Trillion Company—and an AI Credibility Test

Sep 1, 2026

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4 min read

Apple’s New CEO Inherits a $4.6 Trillion Company—and an AI Credibility Test

John Ternus takes the top job with Apple’s hardware machine intact, but the next phase depends on turning AI promises into products customers actually use.

NVIDIA's $3.5 Billion MediaTek Bet Is Really About Owning the AI Toll Road

Sep 1, 2026

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4 min read

NVIDIA's $3.5 Billion MediaTek Bet Is Really About Owning the AI Toll Road

The investment shows how NVIDIA may protect its position even as hyperscalers and AI developers design more custom chips.

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