Dawn Run Intelligence
Operator-level market intelligence for capital deployment.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 369 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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clintsmith.substack.comLatest Issues
Google Just Lost $500 Billion in Market Value. What Did Investors Miss?
VX DAWN RUN
Friday, October 30, 2026
Data cutoff: 8:03 a.m. PT
Regime: AI-led technology stress, with broader markets under pressure and defensive leadership still visible.
Dawn Run Intelligence is for research and educational purpo...
GDP Is Strong. Inflation Is Sticky. AI Earnings Split the Tape.
VX DAWN RUN
Regime: Strong growth, sticky inflation, and sharper selectivity in AI earnings. No systemic break confirmed.
Dear Readers,
The economy is growing faster, but inflation is not cooling fast enough to make the Fed comfortable....
Breadth Is Repairing. But the Index Still Hides the Split. Here’s what’s next.
VX DAWN RUN
Wednesday, October 28, 2026
Published 5:27 a.m. PT | Data cutoff 5:15 a.m. PT
Regime: Improving intermediate breadth, uneven daily participation, selective credit stress
Dear Readers
Two sessions of gains have repaired so...
Can AI Earnings Prove This Buildout Pays?
Tuesday, October 27, 2026
Published: 5:58 a.m. PT
Data cutoff: 5:54 a.m. PT
Regime: Selective credit stress; equity tone improving, confirmation pending
Electrical infrastructure inside of a beach City. A story of transformation the...
Stocks Bounce. AI Credit Still Has to Clear.
VX DAWN RUN
Markets are bouncing; the power and financing test behind AI is still underway.
Dear Readers,
Look closely at the upper-right corner of today’s image. Something there seems out of place. It points to a question investors shou...
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Authors
The writers behind this newsletter.
Evidence-first intelligence across markets, credit, AI infrastructure & energy. By Clinton Smith | 25+ years operator experience | MBA Finance & Marketing | Applied AI + agent workflows.
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