Pre-orders opening this morning show whether consumers will absorb $1,199 starting prices shaped by a global memory shortage.
Everyone’s Buying AI Chips. Almost Nobody Owns the Outlet.
September 12, 2026 Bonus Content: Boston Scientific Lost Its 2026 Numbers to a Hacker. Here’s the Damage Citi Is Pricing…
Moderna’s Bull Case
September 12, 2026 Argus’s Buy upgrade anchors the bull case at $180 Analyst Targets Argus: Upgraded to Buy, $180 price…
Eli Lilly Is Turning Its Obesity Billions Into a New Company
GLP-1 cash flow is funding bone health, endometriosis research, and a global pill rollout, a masterclass in converting one franchise…
Corporate insiders are front-running the market again
September 11, 2026 Bonus Content: Semtech’s LoRa Bet Is Paying Off. The Next Question Is Scale. A note from our…
At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced…
137 Nations Are Bypassing the U.S. Dollar
September 11, 2026 Bonus Content: Adobe’s AI Numbers Were Exceptional. The Q4 Midpoint Was Not. A note from our friends…
Copart’s $1.9B ACV Deal: What It Buys
September 11, 2026 Q4 revenue rose 2.4% and Copart struck a $1.9B all-cash deal for ACV. The key question is…
Chaikin: Buy this company by Sept. 29
September 10, 2026 Bonus Content: Apple’s New Price List Runs to $2,499. The Memory Bill Tells You Why. A note…
Adobe’s New CEO Inherits a 150% AI Growth Engine at a 65% Discount to Peak
Five straight beats and a raised year haven’t moved the stock. What Anil Chakravarthy does next with the freemium bet…