Analyst Targets TD Cowen: Hold, $90 target (raised from $40 on October 21) RBC Capital: Sector Perform, $130 target Goldman…
I’ve been waiting DECADES for this…
October 24, 2026 Bonus Content: Alnylam’s Huntington’s Drug Cut the Disease Protein 64%. What the Model Is Really Pricing. A…
The Man Who Called Trump’s 2016 Win says, “Beware November 3rd”
October 24, 2026 Bonus Content: Kering Falls 17% and Gucci’s Decline Is Getting Worse A note from our friends at…
Gilead’s $1.275 Billion Bet on a China IBD Pill: Too Bold?
Paying full price for a Phase 1 asset from Shanghai tests whether Gilead’s inflammation push is disciplined diversification or acquisitive…
Lockheed Martin’s Free Cash Flow Hit $3 Billion. The Backlog Is the Story.
A PAC-3 award and a 10-year F-35 framework extend revenue visibility well into the 2030s.
Western Digital Nailed Q1. Then the Earnings Call Spooked WDC.
Analyst Targets Bank of America Securities, Buy, raises target to $800 (from $720) Goldman Sachs, Hold, maintains $615 Barclays, Buy,…
Elon’s been paying this firm since 2012…
A note from our friends at Behind the Markets(ad) Dear Friend, On January 30th, Elon sent the federal government a…
Gold-Silver Royalty Stock Takes Flight
October 23, 2026 Bonus Content: Lockheed Martin’s $292B Backlog Resets the Defense Cycle A note from our friends at Resource…
American Express Tests Whether Affluent Spending Holds
With consensus near $4.49 a share on $20.12 billion in revenue, the Q3 report is the clearest read yet on…
GPT-6 Lands on Google Cloud. The Cloud Giants Are the Story.
When every hyperscaler sells every frontier model, the fight shifts to power, price, and data ownership.