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AutoZone’s $54 EPS Bar Meets $6.49 Diesel and a 5% Ten-Year
September 20, 2026 Tuesday’s fiscal Q4 report tests whether $6.49 diesel and 5% yields are eating into the repair trade.…
Boeing’s European Win Has a Labor Vote Attached
Lufthansa committed $3.4B to the MAX 10. Boeing engineers vote this week.
Nvidia says without this radical device AI can’t scale
A note from our friends at Brownstone Research(ad) Hi, Take a look at this… It’s smaller than a fingertip… It’s…
Nvidia, Palantir, and CoreWeave Insiders Are Selling Billions
About $18.6B in net insider sales is real, but the Form 4 details matter.
Whitney Tilson’s Latest Assessment: What the Data Is Showing Now
September 19, 2026 Bonus Content: Netflix Just Got Its Most Bearish Rating in Years A note from our friends at…
Accenture’s Big Bounce Had No Demand Behind It
September 19, 2026 Guggenheim just walked. October 1 earnings will show whether the rally was real. Guggenheim analyst Jonathan Lee…
Costco Reports in 5 Days. A Special Dividend May Follow.
A 92% renewal rate and growing cash make COST’s Sept. 24 earnings more interesting than a straight revenue beat.
Here’s Why Trump Won’t End The Iran War
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, They declared a ceasefire! Until they didn’t. Then Trump…
FedEx Cut 34 Jets and Closed Hundreds of Stations
The $1 billion in savings is banked. Can the leaner network hold up as volume returns?
