Notes from someone who reads too many earnings calls
EPA's rescission of the 2009 endangerment finding takes effect April 20. Five major law firms map the Section 202(a) statutory arguments, Massachusetts v. EPA tension, and state-level fallout.
Minnesota regulators approved a $430 million Xcel battery program that cuts independent developers out of a market most states are opening up. The structural bet is as big as the dollar figure.
Slate Auto's $650M Series C pushes a Bezos-backed, reservation-driven affordability bet toward year-end production of a mid-$20,000s electric pickup.
TSMC's $35.9 billion Q1 2026, 66.2% gross margin, and raised full-year guidance reframe the AI chip super-cycle from thesis into auditable hard data.
Amazon's April 14 Globalstar acquisition is a $11.6 billion spectrum-and-Apple play dressed as a satellite deal — and the FCC is signalling it wants the resulting three-player direct-to-cell market.
Phase 2 of Cambodia's $1.2 billion Funan Techo Canal broke ground on April 11, 2026 while compensation for Phase 1's 2,305 affected households remains unresolved.
Gallup's 23,717-worker survey finds AI adoption has hit the 50% mark just as manager engagement sinks to a five-year low — a collision that could stall the productivity gains companies are counting on.
Shield AI's $2 billion raise and Aechelon acquisition mark a pivotal moment for defense AI, as Hivemind's 26-vehicle autonomy stack moves from battlefield proof to industrial scale.
PwC's global study of 1,217 executives reveals a stark AI value gap: a small minority of companies capture the vast majority of AI's economic returns by focusing on growth, not just productivity.
Capital One's $5.15B Brex acquisition closes at a 58% discount from Brex's 2022 peak — reshaping the B2B payments stack and signaling a new era of bank-fintech consolidation.
OpenAI is merging ChatGPT, Codex, and Atlas into a single desktop super app while hitting $2B in monthly revenue and 900M users — a bet that unified AI beats fragmented tools.