A bank bake-off days before Micron reports, the timing matters.
Twilio Is Up 110% This Year. HSBC Just Asked Who Gets Paid.
HSBC analyst Sameer Lam cut Twilio to Reduce from Hold on Friday, September 25, leaving his price target unchanged at…
The Most Important Tech Company in America?
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, The Iran war just exposed a terrifying reality: Modern…
Tanker Rates Are at a Record. Trump Rejected the Deal
With the ClarkSea Index at an all-time high and Hormuz still closed, the risk for FRO, DHT, and INSW sits…
Why I believe the AI market will split in Q4
September 26, 2026 Bonus Content: What Separates a Real Recovery From a Dead-Cat Bounce A note from our friends at…
Gaming REITs Are Yielding Near 8%. Institutions Are Taking Note.
GLPI and VICI offer 7%-plus yields, CPI-linked escalators, and full occupancy that is pulling institutional capital away from conventional fixed…
Qualcomm Keeps Apple’s Royalties
September 26, 2026 Friday’s 4.0% bounce tells only half the story Analyst Targets Baird (Tristan Gerra): Buy, thesis: wireless IP…
The “Secret City” That Built the Atom Bomb Is Back
September 26, 2026 Bonus Content: Humana Jumps 7% on a $515 Target. Oct. 8 Star Ratings Are the Bet. A…
A new American Civil War is coming?
A note from our friends at MarketWise(ad) Dear Reader, President Trump went on a seething tirade about calls to regulate…
MercadoLibre Hits $10B Revenue. Stock Is Off 31%.
Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.