monday.com (MNDY) dropped its Q3 results before the open this morning, and the number investors are watching most is not…
“SpaceX Royalty” Payouts – Next Nov. 18
A note from our friends at The Oxford Club(ad) Hello, my name is Marc Lichtenfeld. And thanks to an obscure…
Rocket Lab Reports Tonight. The Iridium Deal Is the Test.
Revenue expected near $257M and an $8B deal closing in 2027. Tonight's call sets the tone.
How You Could’ve Had 5 Double Digit Winners in One Month
A note from our friends at MarketWise(ad) This could be the perfect stock to own right now… [BLURRED OUT PREDICTIVE…
Berkshire Just Spent $9.6 Billion Buying Its Own Stock
Greg Abel’s first year as CEO ends with a $377 billion cash pile and the biggest quarterly buyback yet.
Two Big Cardiology Bets Just Failed. Here Is What Investors Lose.
Analyst Targets NVS (Novartis): Bank of America, Buy, $185 target; views pelacarsen as a contained setback with low-single-digit valuation downside…
Circle November 11 on your calendar
A note from our friends at Brownstone Research(ad) Dear Reader, My name is Jeff Brown, founder and CEO of Brownstone…
WARNING: Next AI Shock Starts Here
November 8, 2026 Next AI Shock Starts Here Bonus Content: Siemens Energy’s Fiscal 2027 Guidance Is Three Days Away. Here…
Crude Oil and Tanker Stocks Face a Sharp Reversal on Iran Escalation
A weekend CENTCOM strike and Task Force Iron Gate reset risk before Monday.
A 165,000-Job Shock Rewrites December Sector Plays
With a December Fed hike about 77% priced and the 10-year near 4.9%, rotation is speeding up.