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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: Treasury flags $270M in ghost student aid fraud schemes · Capitalist Insider: Korean AI firm Elice crashes 32% on IPO debut as retail gets crushed
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 2 post headlines 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 — 42 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 1%
- Best rank seen
- #1
- Subscribers added
- −15K
- Followers added
- +5.7K
- Posts
- 56
- Reactions per post
- 84
- Reactions tracked
- 7.6K
- Tickers covered
- 2
of 525 ranked finance newsletters
on Oct 21, 2026
since tracking began
since tracking began
last 30 days
average, recent posts
across 90 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
- Treasury flags $270M in ghost student aid fraud schemes
Hello Capitalists! Get the edge on what you need to know today: Capitalist Insider: Korean AI firm Elice crashes 32% on IPO debut as retail gets crushed Treasury flags $270M in ghost student aid fraud schemes $32M United CEO demands near-100% inheritance tax GM beats Q3, adds $20B buyback, but stock plunges 6% 3M jumps on expanded Amazon data-center deal and warrant IBM faces make-or-break earnings after 25% summer crash Tesla earnings spotlight Musk’s SpaceX merger talk U.S. bans DeepSeek from all civilian federal systems French bond yields near 24-year high as protests loom Sponsored by…
- Capitalist Insider: Korean AI firm Elice crashes 32% on IPO debut as retail gets crushed
Hello Capitalist Insiders! Korean AI firm Elice crashes 32% on IPO debut as retail gets crushed HSBC slashes CoreWeave to $39 as ROIC falls below debt costs Three risks threaten AI’s $1.6 trillion spending plan China chip order rumors fail to lift Nvidia shares Salesforce to buy Braze for $5.66 billion in cash Korean AI firm Elice crashes 32% on IPO debut as retail gets crushed South Korea’s Elice sank more than 30% on its first trading day after a $150 million IPO, as investors reassessed whether AI infrastructure spending can deliver returns while elevated inflation keeps borrowing costs…
- Musk to gift EVERY US kid a SpaceX share next year
Hello Capitalists! Get the edge on what you need to know today: Musk to gift EVERY US kid a SpaceX share next year Microsoft walks away from Nscale UK deal as “neocloud stress” widens Brent slips from near $110 as Hormuz risks and freight costs mount Trump DOE puts $42M behind stalled Constitution Pipeline Goldman gets picky over Bond ratings as AI debt floods credit JPMorgan puts $5 billion into national-security critical companies China’s economy expanded 4.5% in third quarter on exports Musk to gift EVERY US kid a SpaceX share next year Elon Musk said he will give one of his SpaceX shares…
- AI Is Helping People With Paralysis Reclaim Their Voices
- MUST SEE: Musk’s Tesla Roadster FLIES with SpaceX thrusters
Hello Capitalists! Get the edge on what you need to know today: Capitalist Insider: IEA dumps diesel barrels as oil slips on Hormuz risks Musk’s Tesla Roadster FLIES with SpaceX thrusters CoreWeave founders dump $3.3B as Credit Default Swaps hit distress Buy-the-dip calls ignored as Micron falls under $1,000 Investors cut Anthropic valuation target by $500 billion Netflix axes top Content chief after torching 1000 jobs KFC dumps Pepsi for Coca-Cola after nearly 40 years Together with Kalshi Musk’s Tesla Roadster FLIES with SpaceX thrusters Tesla unveiled its long-delayed next-generation…
- Capitalist Insider: IEA dumps diesel barrels as oil slips on Hormuz risks
Hello Capitalist Insiders! IEA dumps diesel barrels as oil slips on Hormuz risks Exxon rakes in $4.5B refining windfall from Hormuz chaos Zuckerberg and Apple bury the hatchet for local open AI Deutsche warns: don’t buy the AI dip as industries split Saylor’s Strategy faces MSCI eviction and forced selling US industrial production jumps at fastest pace in four years IEA dumps diesel barrels as oil slips on Hormuz risks The IEA agreed Thursday to speed remaining emergency stocks including more than 20 million barrels of diesel, while Friday oil prices fell about 1 percent as traders weighed…
- Treasury challenges Americans to spend Trump coins at liberal shops
Hello Capitalists! Get the edge on what you need to know today: Capitalist Insider: TSMC just banked $23.6B in a sixth record profit and shares still sank Treasury challenges Americans to spend Trump coins at liberal shops Barclays says the Tesla-SpaceX merger could be announced in weeks Korea crashes 8% into bear market as AI debt fears go global CoreWeave bonds hit 16% yields as AI debt panic spikes Anthropic revenue jumps 45% to $16.8B just weeks before IPO China accepts EU hybrid-vehicle cap to keep European markets open Together with Kalshi Treasury challenges Americans to spend Trump…
- Capitalist Insider: TSMC just banked $23.6B in a sixth record profit and shares still sank
Hello Capitalist Insiders! TSMC just banked $23.6B in a sixth record profit and shares still sank JPMorgan says Alphabet can still soar 24% while AI fears rage AI power stocks tumble as Venture Global locks in 10 GW off-grid capacity Apple just closed above $5 trillion for the first time while tech dumped Rising rates are about to kill Wall Street’s trading golden goose Morgan Stanley named Quantinuum its top quantum pick and upgraded it TSMC just banked $23.6B in a sixth record profit and shares still sank Taiwan Semiconductor reported a sixth straight record quarter Thursday with net profit…
- Bank of America suffers brutal 8% plunge after missing earnings
Hello Capitalists! Get the edge on what you need to know today: Capitalist Insider: Nvidia-backed Firmus scraps $30B IPO as Barclays cuts AI enterprise outlook BofA stock plunges 8.5% after $1.2B money-laundering fine & trading miss Houthi missile slams Aramco Dhahran HQ as fire guts top floors Morgan Stanley beats as equity trading surges 41% and wealth hits record BlackRock AUM hits record $15.5T as $205B floods in on AI rally Saudi OpenAI engineer charged with bugging executive conference room SpaceX caps Ukraine Starlink speed at 100 mph, drones lose connection OCC report: Major banks cut…
- Capitalist Insider: Nvidia-backed Firmus scraps $30B IPO as Barclays cuts AI enterprise outlook
Hello Capitalist Insiders! Nvidia-backed Firmus scraps $30B IPO as Barclays cuts AI outlook Netflix slashes 1,000 jobs in biggest cuts since 2022 as growth stalls Kroger to axe 3,000 corporate jobs as AI replaces headquarters staff Liquidia rockets 37% after $380M settlement ends patent war GameStop hits 16-month high after Cohen buys another 844,000 shares OpenAI acquisition talks crush cybersecurity stocks on competition fears Nvidia-backed Firmus scraps $30B IPO as Barclays cuts AI enterprise outlook Australia’s biggest IPO in three decades collapsed when Firmus pulled a nearly $5 billion…
- Venezuela’s Oil Comeback — and the Independent Operators Driving It
Delcy Rodríguez, President of Venezuela, and Jarrod Agen, Executive Director of the National Energy Dominance Council Support The Capitalist’s journalism by becoming a paid subscriber: Something remarkable is happening in Venezuela’s oil fields. After a decade of decline, sanctions, and shuttered wells, the country is drilling again — and for the first time in a generation, it is doing so hand in hand with the United States. A thaw that few would have predicted two years ago has turned into one of the most consequential energy partnerships in the hemisphere, one that promises cheaper gasoline…
- Big Bank Earnings are in and there is a BIG surprise
Hello Capitalists! Get the edge on what you need to know today: JPMorgan’s rare earning miss opens mixed Q3 for big banks IMF sees 3.1% growth as AI offsets war risks Oil slips on Trump’s Russian diesel deal as OPEC cuts demand BlackRock turns to Treasurys after six years of avoidance UnitedHealth raises outlook to $20.50 after earnings beat J&J raises guidance as it eyes orthopedics spinoff Meta rises as “Muse Wonder” rivals OpenAI and Anthropic Sponsored Delta Capital JPMorgan’s rare miss opens mixed Q3 for big banks JPMorgan posted its first profit shortfall in nearly three years while…
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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: Oct 21, 2026.