A single-customer fab for Tesla, SpaceX, and xAI would test everything investors think they know about TSMC's pricing discipline, and…
SK Hynix and Samsung Win the AI Memory Crunch. Is It Priced In?
Analyst Targets Wolfe Research — Outperform, $250 (reiterated Sept. 23, 2026) Bank of America Securities — Buy, $268 (raised from…
Hong Kong Fell 2.6% Last Week. China’s Buyers Are Gone Until Oct. 8.
With Stock Connect shut for Golden Week, the Hang Seng is pricing China in a vacuum, and that vacuum lasts…
Missed Nvidia at $4.50? This could be your second chance…
October 4, 2026 Bonus Content: Over a Million Seniors Are Losing Medicare Advantage Plans. UnitedHealth Reports in Nine Days. A…
Nvidia Nears $5.7 Trillion. The Q3 Report in 45 Days Matters.
A $150 billion buyback and a $108 billion Q3 guide pushed shares to a record. The forward multiple is near…
People paid 8k to hear this
October 4, 2026 Bonus Content: Delta Reports Friday. Premium Cabins and a Refinery Decide the Stock A note from our…
onsemi Paid $1.3 Billion Less for Synaptics. That’s the Point.
The revised deal shifts to cash, adds earnings on day one, and a rival bid confirms what these assets are…
Tesla Cleared 50,000 Cars From Its Lots. Margins Tell the Cost Oct. 21.
Analyst Targets Wedbush (Dan Ives): Outperform, $600 target Cantor Fitzgerald: Overweight, $485 target StoneX: Buy, $475 target JPMorgan: Neutral, $415…
This tiny piece of glass could be bigger than GPUs
A note from our friends at Brownstone Research(ad) Hi, Take a look at this… It’s smaller than a fingertip… It’s…
Health Insurance Premiums Are Up 58%. Next Comes 2027.
Open enrollment starts November 1, with subsidies gone and carriers exiting. Here is what households and investors should do now.