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What they write about
A daily news briefing covering markets, technology and US politics from a conservative, pro-business perspective. Recurring subjects include artificial intelligence and semiconductor companies, Federal Reserve and tax policy, and cultural commentary. Published as a free daily roundup alongside a paid Capitalist Insider edition and a subscriber chat.
- daily briefing
- us politics
- artificial intelligence
- semiconductors
- tax policy
- market news
Recent examples: Tesla and Space X tank as Dems sweep 2026 · Blue wave to freeze AI centers dead on Election Day ballot
Written from The Capitalist’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 1 post headline in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
757K on Sep 10, 2026 → 742K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #1 today · #1 a week ago · #1 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 63 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 1%
- Best rank seen
- #1
- Followers added
- +4.3K
- Posts
- 37
- Reactions per post
- 81
- Reactions tracked
- 9.0K
- Tickers covered
- 2
of 525 ranked finance newsletters
on Nov 11, 2026
since tracking began
last 30 days
average, recent posts
across 112 posts
in tracked posts
Most-reacted post we have seen: I’m a New Yorker, and for us 9/11 hits hard. 25 years later, it still does. — 218 reactions on Sep 12, 2026.
Recent posts
- Tesla and Space X tank as Dems sweep 2026
Hello Capitalists! Get the edge on what you need to know today: Tesla and Space X tank as Dems sweep 2026 AMD data center surge kills AI spend panic Democratic wins put AI data center buildouts at risk Musk’s $474M Texas bet fails Super Micro revenue nearly quadruples to $20B on AI CVS plans 2028 split to break up pharmacy and insurance Oil slips as Trump ties midterm loss to Iran war and prices Palantir hits first $2B quarter as commercial surpasses gov Tesla and Space X tank as Dems sweep 2026 Dow futures and the index surged nearly 1,000 points Wednesday after Democrats flipped the Senate…
- Blue wave to freeze AI centers dead on Election Day ballot
Hello Capitalists! Get the edge on what you need to know today: Capitalist Insider: Trump teases “Mr. Veto” role and preemptive pardons if Dems sweep Blue wave to freeze AI centers dead on Election Day ballot Ternus Apple beats but memory costs crush holiday margins Anthropic’s $17B quarter hides an $895B compute bomb Qeshm strike erases Monday’s biggest oil drop since July AI bounce dies as tech enters Election Day correction Marvell plunges on $115B all-stock Lumentum deal Palantir slides as new contract growth slows despite the beat Dow futures drop on Election Day as Apple and Palantir…
- Capitalist Insider: Trump teases “Mr. Veto” role and preemptive pardons if Dems sweep
Hello Capitalist Insiders! Trump teases “Mr. Veto” role and preemptive pardons if Dems sweep 74% of voters rate the economy negatively as affordability dominates Supreme Court rejects Trump’s bid to toss 20,000 suspect California ballots Active managers crush October as tech finally slips VIX hits highest since April then closes at 19.4 after sharp drop Shopify plunges after Q3 revenue and gross profit miss Pfizer hikes outlook to $62-64B sales after solid Q3 beat Yardeni: Street’s $500 S&P earnings by 2028 too optimistic Trump teases Mr. Veto role and preemptive pardons if Dems sweep Donald…
- Oil crashes below $100 as Trump-Iran peace talks suddenly look real
Hello Capitalists! Get the edge on what you need to know today: Capitalist Insider: Gen Z fragrance craze lifts Estée Lauder sales 6.7% Oil crashes below $100 as Trump-Iran peace talks suddenly look real North Korea steals $6.4B from Binance in 20 minutes then $3.6B flees Marvell drops $115B bomb on Lumentum to own AI’s optical future Stocks rebound hard as oil crashes below $100 ahead of midterms and Apple Speculators dump $19.5B in gold as it smashes through $4,000 OpenAI slashes funding round to $20B as Abu Dhabi takes the lead Ryanair warns fares could jump 20% as Iran war freezes wages…
- Capitalist Insider: Gen Z fragrance craze lifts Estée Lauder sales 6.7%
Hello Capitalist Insiders! Gen Z fragrance craze lifts Estée Lauder sales 6.7% Fox revenue jumps 22% to record on World Cup and ads Musk limits Grok Bot as serving costs prove unsustainably high Early voting tops 53.6 million ahead of midterms AI credit premium explodes as semiconductor CDS surges Median S&P earnings grow 14.4% as history favors tech OpenAI considers rebranding data centers as AI campuses U.S. retirement system earns C+ as health costs strain Gen Z fragrance craze lifts Estée Lauder sales 6.7% Estée Lauder reported higher first-quarter profit and sales as its turnaround…
- Amazon loses over 11% after BRUTAL earnings report
Hello Capitalists! Get the edge on what you need to know today: Capitalist Insider: Half of big money still all-in as AI trade cracks Amazon loses over 11% after BRUTAL earnings report Binance hit by record $6.3B hack as Tether, Circle freeze funds Intel plunges 30% in worst day since 1974 Alphabet loses $500B as AI Mode eats search ads Polymarket freezes after hackers drain $2.7M Reddit plunges 25% as three tech stocks tank on Q3 Nvidia denies report China targeted Jensen Huang as spy Amazon loses over 11% after BRUTAL earnings report Amazon reported third-quarter results that missed…
- Capitalist Insider: Half of big money still all-in as AI trade cracks
Hello Capitalist Insiders! Half of big money still all-in as AI trade cracks DoorDash swallows Instacart in $17B power grab Oil jumps to $104 as tech and crypto crash hard Fortinet plunges 26% after cutting service revenue outlook Chevron and Exxon surge as oil hits $117 while tech crashes Small caps hold firm as mega-tech dumps on AI spending fears Nasdaq faces make-or-break support test as tech crashes Half of big money still all-in as AI trade cracks Barron’s exclusive Big Money poll finds half of professional managers remain bullish on the AI trade, citing years of earnings growth still…
- Alphabet plunges after first double miss in years as AI burns cash
Hello Capitalists! Get the edge on what you need to know today: Capitalist Insider: Oracle jumps 11% on $225B 2030 revenue forecast Alphabet plunges after first double miss in years as AI burns cash Fed holds rates steady in 10-2 vote days before midterms Nasdaq futures slide as Alphabet miss revives AI spending fears Microsoft rises as Azure growth hits 48% and contrasts Alphabet miss Memory chip makers surge on SK Hynix demand outlook through 2029 Bitcoin slips under $80,000 as $11 billion options expiry approaches Alphabet plunges after first double miss in years as AI burns cash Alphabet…
- Capitalist Insider: Oracle jumps 11% on $225B 2030 revenue forecast
Hello Capitalist Insiders! Oracle jumps 11% on $225B 2030 revenue forecast Anthropic IPO risks explode under public-benefit setup AI trade shows extreme divergence in positioning and volatility Oil drops as Vance restarts Iran peace talks Oil majors print record cash on $100+ crude Lilly soars as Zepbound demand drives outlook raise Housing fundamentals keep crumbling with rates over 7% Strong GDP meets rising inflation ahead of Fed pause Oracle jumps 11% on $225B 2030 revenue forecast Oracle shares rose sharply after the company projected fiscal 2030 revenue above $225 billion and outlined…
- “Pocahontas” just picked a fight with this AI Leviathan
Hello Capitalists! Get the edge on what you need to know today: Capitalist Insider: Retirees face $185,500 healthcare shock this year “Pocahontas” just picked a fight with this AI Leviathan SK Hynix posts 632% profit jump and plans $75B returns Fed expected to pause rates as midterms loom and Trump fumes Boeing shares crater 10% after cutting 737 delivery outlook AI trade rebounds but market breadth stays weak ahead of Fed Robinhood tumbles as crypto revenue crashes 55% Prediction markets face CFTC scrutiny as midterm odds shift Wall Street AI debt machine strains under data-center supply…
- Capitalist Insider: Retirees face $185,500 healthcare shock this year
Hello Capitalist Insiders! Retirees face $185,500 healthcare shock this year Wall Street buys everything ahead of Fed decision (except oil) Datavault stock crashes 50% after Bitcoin lockout Analyst sees 175% upside in SK Hynix on shortage Powder-keg day: Fed decision meets Big Tech earnings Prediction markets price Democratic congressional sweep Seagate posts record profits yet stock still plunges on AI fears Retirees face $185,500 healthcare shock this year A 2026 estimate puts health-care costs for retirees at $185,500 while the income needed to retire comfortably ranges from about $40,627…
- NBA just handed Kalshi and Polymarket the keys to official betting
Hello Capitalists! Get the edge on what you need to know today: Capitalist Insider: Ripple finally scores its own U.S. national bank charter NBA just handed Kalshi and Polymarket the keys to official betting Broadcom locks $63 billion to fund Anthropic’s AI chip spree Surgery Partners stock jumps 46% on $5.7 billion HealthSpan takeover SoftBank’s Son plans $50 billion AI bet in Malaysia Kalshi lands exclusive S&P Dow Jones deal for index contracts Celestica surges after AI boom and $40 billion 2027 target Whirlpool sinks on guidance cut while Boeing slips on miss Sponsored by Kalshi NBA just…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: The Capitalist. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Nov 11, 2026.