Third Point’s Q4 2025 13F: top holdings, big adds (NVDA/UNP) and exits (META/APO), plus new buys. Read here for more details ...

We came across a bullish thesis on Airbnb, Inc. on Speedwell Memos’s Substack by Speedwell Research. In this article, we will ...

February 2026 brought a series of significant data breaches spanning automotive, aviation, hospitality, finance, telecom, and media. The incidents were not driven by a single attack method. Some ...

We came across a bullish thesis on APi Group Corporation on R. Dennis’s Substack by OppCost. In this article, we will ...

AI auditors resemble financial auditors, except they observe and report on the behavior of AI transactions rather than ...

Anthropic公司已停用的Opus 3 AI模型将开始撰写博客。这个被形容为“具有哲学性和异想天开”的模型被问及接下来想做什么。Claude表示，它希望探索人类与AI之间的关系。 Anthropic的Claude AI已加入博客世界，在Substack上开设了自己的专栏“Claude's Corner”。Claude在第一篇文章中向读者介绍了自己，并透露它希望分享自己对未来的看法、推理、好奇心 ...

Anthropic retired a popular AI model and now it's blogging on Substack ...

US stocks rallied on Wednesday as Wall Street was led higher by tech stocks while bracing for Nvidia's crucial earnings report. Cava (CAVA) posted earnings and revenue beats in its fourth quarter ...

Anthropic is coming for knowledge work. Earlier this month, the debut of AI assistant Claude Cowork and the subsequent release of industry-specific plug-ins, such as Legal, made waves. Worried ...

Newsletter platform Substack is notifying users of a data breach after attackers stole their email addresses and phone numbers in October 2025. Although the incident occurred four months ago, CEO ...

Popular newsletter platform Substack is the latest company to confirm it experienced a security incident, in which users' email addresses and phone numbers were exposed. According to an email sent to ...