October 4, 2026 Bonus Content: Over a Million Seniors Are Losing Medicare Advantage Plans. UnitedHealth Reports in Nine Days. A…
Nvidia Nears $5.7 Trillion. The Q3 Report in 45 Days Matters.
A $150 billion buyback and a $108 billion Q3 guide pushed shares to a record. The forward multiple is near…
People paid 8k to hear this
October 4, 2026 Bonus Content: Delta Reports Friday. Premium Cabins and a Refinery Decide the Stock A note from our…
onsemi Paid $1.3 Billion Less for Synaptics. That’s the Point.
The revised deal shifts to cash, adds earnings on day one, and a rival bid confirms what these assets are…
Tesla Cleared 50,000 Cars From Its Lots. Margins Tell the Cost Oct. 21.
Analyst Targets Wedbush (Dan Ives): Outperform, $600 target Cantor Fitzgerald: Overweight, $485 target StoneX: Buy, $475 target JPMorgan: Neutral, $415…
This tiny piece of glass could be bigger than GPUs
A note from our friends at Brownstone Research(ad) Hi, Take a look at this… It’s smaller than a fingertip… It’s…
Health Insurance Premiums Are Up 58%. Next Comes 2027.
Open enrollment starts November 1, with subsidies gone and carriers exiting. Here is what households and investors should do now.
Nike’s China Slump Drives a Full-Year Guidance Reset
Analyst Targets Bank of America Securities – Downgrade to Underperform, target cut to $30 (from $47) Evercore ISI – In…
Telehealth’s Next Cliff Is 91 Days Away. The Margin Math Is Brutal.
Medicare waivers run through 2027. DEA flexibilities end Dec. 31, 2026. A final rule is expected this fall.
Official: This Irish Law Grants Citizenship by Mail
October 2, 2026 Bonus Content: Tesla’s Q3 Delivery Count Lands Today. What It Means A note from our friends at…