The Empire State prices paid index hit 63.1, the highest since July 2022, ahead of a Fed decision that markets…
D.C. Wants Experienced Drone Makers. This One Has 25 Years Behind It.
September 16, 2026 Bonus Content: Dave & Buster’s Lost $12.5 Million Last Quarter. The Real Problem Is What Stopped Paying.…
Alignment Healthcare’s Cost Warning Puts the MA Sector on Notice
September 16, 2026 What John Kao and Jim Head said at Baird matters beyond ALHC, with Q3 reports weeks away.…
Grab Is Buying Atome. Can It Underwrite the Risk?
Grab will own distribution and the lending book. Powerful and perilous.
I Paid $5,000 to Hear Elon Say This
September 15, 2026 Bonus Content: Axon’s $15.1 Billion Backlog Is a Software Business in Disguise A note from our friends…
Baldwin Insurance Just Got a $7.7 Billion Vote of Confidence
An 88% premium to BWIN’s June 17 price raises a pointed question for investors still holding comparable brokers at the…
Some of the Biggest Mining Stories Started At This Stage
A note from our friends at i2i Marketing Group(ad) What a Gold Story Looks Like Before Most Notice The biggest…
Intel Falls 5.6% on AI Slowdown Fears. Its Own Data Pushes Back.
Analyst Targets Bernstein (Stacy Rasgon): Neutral, $110 target Mizuho (Vijay Rakesh): Neutral, target cut to $92 from $109 Northland: Buy,…
The 10-Year Treasury at 5.02% Is Settling a Debate the Fed Kept Avoiding
Long-end yields are now doing the tightening regardless of what Warsh decides tomorrow — and the dot plot won't fix…
Gut Wrenching Prediction
September 15, 2026 Bonus Content: Intel Got $19.5 Billion From Washington. Now It Must Earn It. A note from our…