The Daily Churn

We Churn. You Believe.

–
Micah Rowe

Micah Rowe

Micah Rowe reports on business by reading what most people promise to read later. He works through filings, call transcripts, and footnotes until the story shows its math. The tone is steady, the conclusions are earned, and on certain Fridays he allows himself a single, merciful joke about ‘one‑time charges’ that keep in touch.

Articles by Micah Rowe

A lab-coated analyst clings to a roaring GPU rack labeled ACCELERATE as investors chase soap bubbles with butterfly nets.

Top Researcher: AI Isn’t a Bubble, It Just Redlined the Economy

A leading expert says investors are staring at bubbles while AI slams the gas and steals their lunch.

by Micah Rowe

Storefront with 'Going Out Of Business' signage, dusty hubcaps, and a calculator stuck at $10,000,000,000, while employees coil extension cords like garlands.

Auto Parts Giant Files Bankruptcy After Carpooling $10 Billion In IOUs

America’s check engine light just blinked bankruptcy, as a parts behemoth fishtails on $10 billion of debt and four bald metaphors.

by Micah Rowe