August 25, 2026 AeroVironment’s Sept. 9 Test: Can Earnings Match the Locust Deal? The Army’s $400M+ laser award reset the…
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is below seasonal norms, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub…
Sam Altman’s New Potential $367 Trillion Venture
August 24, 2026 Featured: CRM Earnings Wednesday. The Real Test Is Agentforce ARR. Sponsored Editor’s Note: See the following from our…
MP Materials Has a Price Floor. Is It a Business?
China’s rare-earth export-control suspension ends Nov. 10, 2026. The real question is whether Washington’s $110/kg floor is durable policy or…
Shell’s Crackers Are for Sale. Exxon or LYB Should Buy Them.
At up to $8 billion for U.S. ethane-advantaged capacity, this is a trough acquisition question. The rational owner matters as…
Tesla’s Cybercab Has a Date. Price Hasn’t.
August 24, 2026 Tesla’s Cybercab Has a Date. Price Hasn’t. A Sept. 3 event, a Nevada permit, and 300x+ earnings.…
APP Is Down 59% From Its High. The Business Didn’t Break.
AppLovin's Q2 miss was a model timing gap. The market priced it like a structural collapse. The difference is the…
IBTA’s 48% Surge Deserved a Closer Look
Ibotta returned to growth a quarter early. The bear case is still alive inside the numbers.
The U.S. weapons shortage is getting serious
August 23, 2026 Battery Startups Find a Lifeline in Defense Featured: Battery Startups Find a Lifeline in Defense Sponsored Editor’s Note:…
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.