September 2, 2026 No floor, a skeptical Street, and 29 days until earnings. Nike closed September 1 at $38.12, its…
Congress Funds the Government to Dec. 11. October Payrolls Will Now Run.
The shutdown threat is gone, the data calendar is intact, and the next Fed meeting will be decided on actual…
Your Book Is Inside
September 1, 2026 Bonus Content: OpenAI’s Astra Hits ‘Critical’ Cyber Level. Who Gets Access. A note from our friends at…
$4 Gas Drained Your Budget All August. Here Is What It Does to Your Portfolio This Fall.
Record pump prices and near-record diesel are squeezing spending and reshaping the autumn earnings season.
Snowflake’s Real Report Card: NRR and Product Revenue
September 1, 2026 Snowflake’s Real Report Card Q2 FY2027 results due Wednesday Analyst targets ahead of Wednesday’s report: UBS –…
AI Power Bottleneck: Not Chips, Castings
SpaceX’s blade foundry shows who controls AI build speed. Howmet fell about 7.5%.
Building Doors. Who Has Wall St. Missed?
August 31, 2026 Bonus Content: OpenAI’s Hardware Bet Has a Spoliation Problem A note from our friends at i2i Marketing…
Three Labor Reports in Four Days Set September Fed Odds
JOLTS at 10 a.m. today, ADP tomorrow after July's weak 44,000, and Friday's jobs number are the last data points…
Earnings Palo Alto Networks Reports Tuesday
August 31, 2026 Palo Alto Networks Reports Tuesday Tuesday’s Q4 report is the first full quarter with both CyberArk and…
The Browser Is the Breach
Infostealers are feeding ransomware, and remote work is the soft spot.