October 28, 2026 The buyout covers 60,000 workers across four countries What Happened On Monday morning, Microsoft confirmed it was…
Ignore the market gap – do this at 9:50 AM instead
October 28, 2026 Bonus Content: SK hynix Erased the Bear Case This Morning A note from our friends at Media…
The richest companies on Earth pay Elon rent
October 28, 2026 Bonus Content: GE Vernova Reports Q3: The 125GW Promise And The 11% Hole A note from our…
GE Vernova Earnings Are Out. The Firm Orders Are What Count.
The gas backlog promises 125GW by year-end, but 63GW of that is still reservations customers can walk away from.
Anthropic’s Real Loss Is $693 Million. The $80.7 Billion One Is a Distraction.
Anthropic’s S-1 shows an operating story that’s far more interesting than the headline net loss, and portfolio managers are arguing…
SK Hynix Reports Wednesday. HBM4 Matters More Than the Dividend.
Analyst Targets Barclays (Simon Coles): Buy, $300 target – expects SK Hynix to return roughly 15% of market value to…
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October 27, 2026 Bonus Content: Boeing Beat on Revenue. The 777 Freighter Problem Matters Now. A note from our friends…
Lockheed’s 10-Year F-35 Framework. Morgan Stanley Sees 38% Upside.
A Pentagon framework covering 850 jets reduces a major overhang, and one top analyst thinks the market hasn’t caught up.
The Dollar You Saved in 2000 Buys About 51 Cents Today.
October 26, 2026 Bonus Content: UPS Cut 78,000 Jobs on Land. The Sea Could Be Next. A note from our…
Prediction Markets Said Lula Had a 20% Chance. Brazil Pays the Gap.
How 80-cent Bolsonaro odds became a 10% real, a 16% ETF drop, and a live reset at B3 this morning.