September 6, 2026 Bonus Content: GM and Ford Pitch New Customers: Defense and Grid Storage A note from our friends…
Ionis Had a $900 Million Royalty Dream. Pelacarsen Just Erased It.
The HORIZON trial failure wipes a defined economic stake from Ionis's model and raises a harder question about whether the…
Musk’s Next $4 Trillion Takeover Target
September 5, 2026 Bonus Content: FICO Fell 15% Friday. Mortgage Revenue Is Half the Problem. A note from our friends…
Chewy Reports Tuesday With 27% Already Gone. The 10% Move Is Just the Beginning.
Options price a binary outcome on Sept. 9, and the backdrop of record gas prices and Lululemon's slide makes this…
Apple’s Foldable iPhone Has a Supply Problem. Sept. 9 Must Fix It.
September 5, 2026 Apple’s Foldable iPhone Has a Supply Problem A Nikkei production report and a Jefferies Underperform rating have…
Strange Changes for Social Security (Elon & Trump Involved)
September 4, 2026 Bonus Content: Anthropic’s $2 Trillion IPO Has a SpaceX Warning Sign A note from our friends at…
America’s Largest Nuclear Operator Is Down 20% in 2026
Constellation has 20-year deals with Microsoft and Meta, a restart advancing, and a $5B buyback. The stock has barely noticed.
Man Who Predicted COVID 19 Crash Warns of New Crisis
September 4, 2026 Bonus Content: Novartis’s MS Pill Just Cleared the Hurdle That Sank Rivals A note from our friends…
DocuSign’s Margins Are Surging. Is 9% Growth Enough?
DocuSign raised ARR guidance. The next question is what it earns.
Dell Raises Full-Year Outlook by $25 Billion. Analysts Have to Catch Up.
September 4, 2026 Record revenue, a $95 billion AI backlog, and a full-year outlook that cleared consensus by about $18…