A PAC-3 award and a 10-year F-35 framework extend revenue visibility well into the 2030s.
Western Digital Nailed Q1. Then the Earnings Call Spooked WDC.
Analyst Targets Bank of America Securities, Buy, raises target to $800 (from $720) Goldman Sachs, Hold, maintains $615 Barclays, Buy,…
Elon’s been paying this firm since 2012…
A note from our friends at Behind the Markets(ad) Dear Friend, On January 30th, Elon sent the federal government a…
Gold-Silver Royalty Stock Takes Flight
October 23, 2026 Bonus Content: Lockheed Martin’s $292B Backlog Resets the Defense Cycle A note from our friends at Resource…
American Express Tests Whether Affluent Spending Holds
With consensus near $4.49 a share on $20.12 billion in revenue, the Q3 report is the clearest read yet on…
GPT-6 Lands on Google Cloud. The Cloud Giants Are the Story.
When every hyperscaler sells every frontier model, the fight shifts to power, price, and data ownership.
Lam Research Posted Record Revenue. Then Lost $24 Billion in Market Value.
Analyst Targets Evercore ISI: Outperform, target lowered to $315 (from $355) ahead of earnings Needham: Buy, $390 target Consensus (35…
Every American Should Unlock Their IRA/401(k) in 2026
October 22, 2026 Bonus Content: Tesla Earnings Tonight, SpaceX’s Blowout Quarter Rewrites the Deal Math A note from our friends…
Comcast Is Adding Wireless Subscribers Fast. The Margin Bill Is Due Today.
Q3 results reveal whether free-line promotions are converting to real revenue or just masking a deeper broadband slide.
Exposing Trump’s Secret Dollar Plan
A note from our friends at Porter & Co(ad) Something strange is happening to your money. It wasn’t voted on.…