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.
Get this “Fed ticker” before October 28
October 3, 2026 Bonus Content: MP Materials Gets $110/kg From the Pentagon. The Market Still Pays $47. A note from…
Nike’s China Slump Drives a Full-Year Guidance Reset
Analyst Targets Bank of America Securities – Downgrade to Underperform, target cut to $30 (from $47) Evercore ISI – In…
Telehealth’s Next Cliff Is 91 Days Away. The Margin Math Is Brutal.
Medicare waivers run through 2027. DEA flexibilities end Dec. 31, 2026. A final rule is expected this fall.
Official: This Irish Law Grants Citizenship by Mail
October 2, 2026 Bonus Content: Tesla’s Q3 Delivery Count Lands Today. What It Means A note from our friends at…
McKesson Just Locked In Six More Years With CVS Health
The extension removes the biggest renewal risk hanging over McKesson's $44.20–$45.00 earnings guidance.