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October 7, 2026 The Appetizer “But what stood out to me wasn’t the final score. It was how they got there. A series of methodical drives. A few calculated risks. Extra effort in critical moments. They stayed committed to the plan. And eventually the scoreboard caught up.”
Now, on to the numbers. Drum roll, please …
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Dig In The lines between the traditional growth and value story have blurred. Over the last 12 months through September, the Bloomberg 1000 Value Index gained 18.9%, compared with 13.8% for its growth counterpart. Some of that reflects where the year started: Growth stocks entered 2026 carrying higher valuations and greater expectations, leaving less room for upside surprises and more sensitivity to disappointments. But here’s the more interesting part: Value increasingly has its own technology and artificial intelligence story. Technology now represents a much larger share of value indices than it has historically, while the investment themes driving markets have expanded well beyond software. Data centers require electricity, cooling systems, power equipment, construction, and raw materials, putting industrials, utilities, energy, and other traditionally “value” businesses right in the middle of the action. The lesson? Growth and value aren’t as simple as “new economy” versus “old economy” anymore. Leadership can shift, themes can broaden, and yesterday’s overlooked businesses can potentially find themselves at the center of tomorrow’s growth story. Not a bad reminder of why owning a little of both, something investors like to call diversification, may come in handy. |
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Weekly Specials Phoebe Bridgers is gifting concertgoers something increasingly rare: a few hours without their phones. At sold-out shows on her “Lost Tour,” fans must lock away devices before entering. Finally, a concert where you can watch the artist instead of 4,000 tiny screens recording videos no one will ever watch again. When the Art Gallery of Ontario acquired Portrait of a Lady Holding an Orange Blossom, curator Adam Levine couldn’t resist a good mystery. Six years of archival digging, conservation work, crowdsourcing, and even a podcast later, the museum finally identified both the subject and the artist. Apparently, art history is just a very slow episode of CSI. A massive shark nicknamed “Bukangi” has become an unlikely local guest and celebrity in South Korea’s port city of Busan. The 11.5-foot shark has repeatedly outsmarted rescue efforts after becoming trapped in a canal, while drawing huge crowds. More Dolphin Tale than Jaws, Bukangi has the whole city rooting for its return home. |
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Corporate Lunch Apple CEO John Ternus is reportedly considering faster product launches, fewer managers, lower costs, more experimentation and new sources of revenue. So, just a few tweaks. Hidden Valley is releasing “Spooky Ranch.” Black ranch made with cocoa and fruit juice, a bold choice for a condiment that’s supposed to make you want to eat salad. Tesla is finally preparing to scale its electric Semi after roughly a decade of work and delays, promising up to 500+ miles of range. Turns out the longest haul was getting the truck to market. Alaska Airlines is adding lie-flat “Aurora Suites” as airlines race to win high-end travelers. First class keeps getting closer to a hotel room; economy keeps getting closer to a bus seat. Cheez-It is launching a higher-protein cracker with seven grams per serving, nearly double the original. Finally, a way to call eating Cheez-Its during Sunday football “hitting my macros.” Bose is bringing back wired headphones as Gen Z embraces simpler tech. We spent the last decade getting rid of wires just for them to be cool again. |
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