September 5, 2026 Bonus Content: FICO Fell 15% Friday. Mortgage Revenue Is Half the Problem. A note from our friends…
Chewy Reports Tuesday With 27% Already Gone. The 10% Move Is Just the Beginning.
Options price a binary outcome on Sept. 9, and the backdrop of record gas prices and Lululemon's slide makes this…
Strange Changes for Social Security (Elon & Trump Involved)
September 4, 2026 Bonus Content: Anthropic’s $2 Trillion IPO Has a SpaceX Warning Sign A note from our friends at…
America’s Largest Nuclear Operator Is Down 20% in 2026
Constellation has 20-year deals with Microsoft and Meta, a restart advancing, and a $5B buyback. The stock has barely noticed.
Man Who Predicted COVID 19 Crash Warns of New Crisis
September 4, 2026 Bonus Content: Novartis’s MS Pill Just Cleared the Hurdle That Sank Rivals A note from our friends…
DocuSign’s Margins Are Surging. Is 9% Growth Enough?
DocuSign raised ARR guidance. The next question is what it earns.
Dell Raises Full-Year Outlook by $25 Billion. Analysts Have to Catch Up.
September 4, 2026 Record revenue, a $95 billion AI backlog, and a full-year outlook that cleared consensus by about $18…
Not Oil. Not Solar. Bigger.
September 3, 2026 Bonus Content: Broadcom Tripled Its AI Revenue. The Stock Fell Anyway. A note from our friends at…
American Gas at $2.87 While Europe Burns Through Its Reserves
The Atlantic price gap is wider than it has been in years. Here is what that means for investors holding…
Trade this between 9:30 and 10:45 am EST
September 3, 2026 Bonus Content: Snowflake Jumped 21% Overnight. Here Is What the Numbers Say. A note from our friends…