Exclusive

Special reports and unhinged financial commentary that pushes boundaries and challenges conventional wisdom.

• Upwind reportedly rejects Datadog's offer because it only matched what its VCs said it was worth

  Datadog reportedly offered no premium over the price Upwind's own venture backers had just set. So the backers invested at it instead.

  Exclusive · Oct 29, 2026, 11:35 PM EDT · Connor O'Brien

• Whirlpool fixes falling demand with its favorite appliance: the price increase

  Whirlpool now expects a full-year 2026 GAAP loss of $4.95 a share, down from August's guidance of $2.25 to $2.75 a share in GAAP earnings. Its plan: a 7% price increase in North America and up to 10% in Latin America.

  Exclusive · Oct 27, 2026, 3:45 PM EDT · Connor O'Brien

• NBA signs a prediction-market integrity pact that, per its own text, binds no one

  The league's Oct. 26 deals give Kalshi and Polymarket NBA marketing rights. Its memorandum with the CFTC creates no legally binding obligations and leaves information sharing to each side's discretion.

  Exclusive · Oct 26, 2026, 3:50 PM EDT · Connor O'Brien

• Coinbase launches its 15-minute crypto bets again, still settles them on a minute you didn't watch

  The up-or-down contracts pay $1 or $0, and per Vertex Analytics they settle on a 60-second index average, not the last tick on your screen.

  Exclusive · Oct 25, 2026, 3:40 PM EDT · Connor O'Brien

• White House tariff desk takes back Canada's plywood, issues store credit in carpets

  A senator returned some Canadian goods for a home-state win. Within the hour, the clerk had swapped in valves, carpets and waste products.

  Exclusive · Oct 24, 2026, 3:30 PM EDT · Connor O'Brien

• Same $1 billion completes another lap of the billionaire carousel

  Elon Musk reportedly put about $1 billion into the Ellisons' Skydance. Larry Ellison once put $1 billion into Musk's Twitter deal. A top hat is keeping count.

  Exclusive · Oct 24, 2026, 12:05 AM EDT · Connor O'Brien