Ensign: The Nursing Home Empire Built on Fatal Neglect

Graphic by Dan DeLorenzo

Datadog’s Big New Customer: Anthropic

Datadog told Wall Street it had landed an eight-figure deal with "one of the largest AI foundational model companies" — but didn't say which one. Hunterbrook found Datadog's monitoring software embedded across Claude sessions and products, with public bug reports dating back to January and a leaked source map suggesting a much deeper rollout may be ahead. If the biggest new logo in Datadog's history is who we think it is, the consumption-priced contract could scale directly with Anthropic's growth.

Inside Hamilton Lane’s Pandora’s Box 

While the world obsesses over private credit, private equity might be in murkier territory. Firms like Hamilton Lane are collecting fees on day-one markups. What happens when investors want real money back?

Demining Hormuz: How the U.S. Navy Arrived at Worst-Case Scenario Unprepared

With old, reliable minesweepers sitting in Philadelphia, the U.S. stares down the barrel of a bleak scenario: new, flawed ships responsible for keeping open a global shipping artery that carries one-fifth of the world’s oil supply.

Himax: Stealth Supplier for Nvidia’s Optics Revolution

$HIMX appears to be manufacturing critical optical components for NVIDIA's AI data center revolution. Clues indicate it may be supplying Apple's new smart glasses, too.

New Mexico sues New Era and CEO after Alleged “Fraud on the State”

Lawsuit seeks to bar business activity in state as company pitches massive data-center expansion.
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CSG: Why the Largest Military IPO in European History Is Combusting

A 33-year old multibillionaire founder. Huge banks and funders. A 728-page prospectus filled with big promises and omissions. All raising a critical question: Does this Czech arms dealer actually have the capacity to mass-produce the ammunition that it calls its “principal driver of revenue and profitability” — or is CSG mostly refurbishing old ammo and running out of supply?

LEAKED: The LGI Homes Top Secret Sales Manual

Internal training document appears to direct unlicensed mortgage activity by sales agents as part of a strategy to control and pressure buyers.

Poisoned USA: How The Sausage Is Made — Literally

As sickness spreads and names of former employees fill obituary pages, Danville residents surrounding Viscofan's sausage casing factory are left asking: Why is this plant still here?
More Investigations

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