The Ledger.

Latest edition 13 September 2026

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Markets

4 stories

Markets

The supermarket can leave. Its ban on a rival can stay.

A grocery chain can leave a property while a land restriction or lease clause still limits a rival. Major chains are rolling some controls back—but removal creates an opportunity to compete, not a guaranteed new store or lower price.

The Ledger3 min read

Super Micro jumped 19% on results, memory makers surged, and Big Tech's AI spending is on course to top $700bn this year. The earnings are real; so is the size of the cheque being written to keep them coming.

The Ledger1 min read
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