September 10, 2026 Bonus Content: Qualcomm Is Up 13% in Two Days. The Handset Problem Hasn’t Gone Away. A note…
TSMC’s August Revenue Hit a Record. AI Demand Isn’t Slowing.
August revenue of about $16.3 billion, up 53.3% year on year and 10.1% from July, is a clear monthly signal…
Fox’s $22 Billion Roku Deal Now Faces a Longer Timeline
September 10, 2026 A DOJ second request makes the closing timeline open-ended, and Roku’s discount to the offer price matters…
This May Still Be an Early Copper Window
September 9, 2026 Bonus Content: Oracle’s $638B Backlog Hinges on Its Build Timeline A note from our friends at i2i…
Silver Hit $67. Now Comes the Harder Question.
After a 63% gain in a year, investors face a real choice: own the metal, buy the miners, or take…
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September 9, 2026 Bonus Content: Amgen Lost 10% Because of a Drug It Doesn’t Own A note from our friends…
Apple’s Foldable iPhone Debuts Today. Levels for AAPL.
The 'Surprise and Shine' event starts at 1pm ET, with Pro iPhones and a first foldable. What to watch.
ServiceTitan Lost a Fifth of Its Value Overnight
September 9, 2026 A below-Street Q3 guide, slowing transaction growth, and a CRO transition wiped nearly 20% off TTAN’s market…
Prepare for Anthropic’s possible October 1 IPO
September 8, 2026 Bonus Content: Amazon’s Drone Network Is a Logistics Shift, Not a PR Stunt A note from our…
Oracle Reports Tomorrow. A $638 Billion Backlog Says the Selloff Is Misreading the Risk.
The stock is down nearly 20% in 2026 over capex fear. Wednesday's Q1 earnings could determine whether that discount is…