A record quarter and an Instacart acquisition the market applauded make DASH stand out in delivery right now.
My new warning
October 30, 2026 Bonus Content: Coinbase Earned $2.51 a Share. The Stock Fell Anyway. A note from our friends at…
The S&P 500 Rose as Alphabet Collapsed. That Is the Story.
Four sessions of tech selling and bond buying suggest a real rotation, not month-end noise.
Did you grab your copy yet?
October 29, 2026 Bonus Content: Amazon AWS Is Growing Like It’s 2021. The Cash Bill Is 2026’s Problem. A note…
Alphabet’s Q3: Why Cash Flow Hit the Stock
Analyst Targets TD Cowen: Buy, $485 (Oct. 8, 2026) Tigress Financial: Buy, $485 (Sept. 17, 2026) Evercore ISI: Outperform, $450…
Astrobotic Is Gone. Amazon Missed Its Window.
Voyager Technologies closed the lunar robotics deal Amazon should have made. Here is what that costs Amazon Leo long-term.
Gains Without AI
October 29, 2026 Bonus Content: Microsoft Beat on Everything. The Capex Bill in Q2 Capped the Move. A note from…
Selected by the Adobe Design Fund
October 29, 2026 Bonus Content: ServiceNow Fell 18% Overnight. The Revenue Beat Was Not the Point. A note from our…
Nvidia Fell While the Nasdaq Rose. That Gap Is the Risk.
A DOJ inquiry into the Hugging Face deal adds a new overhang to NVDA.
VKTX Reports Today. Lilly Should Be Watching.
With shares down about 41% in a month and Phase 3 oral trials just launched, Viking Therapeutics is cheaper now…