September 16, 2026 What John Kao and Jim Head said at Baird matters beyond ALHC, with Q3 reports weeks away.…
I Paid $5,000 to Hear Elon Say This
September 15, 2026 Bonus Content: Axon’s $15.1 Billion Backlog Is a Software Business in Disguise A note from our friends…
Some of the Biggest Mining Stories Started At This Stage
A note from our friends at i2i Marketing Group(ad) What a Gold Story Looks Like Before Most Notice The biggest…
Intel Falls 5.6% on AI Slowdown Fears. Its Own Data Pushes Back.
Analyst Targets Bernstein (Stacy Rasgon): Neutral, $110 target Mizuho (Vijay Rakesh): Neutral, target cut to $92 from $109 Northland: Buy,…
Gut Wrenching Prediction
September 15, 2026 Bonus Content: Intel Got $19.5 Billion From Washington. Now It Must Earn It. A note from our…
The “Iran Discount” Ends September 30th
September 14, 2026 Bonus Content: iPhone 18 Pro Is Easy to Buy. That Is Apple’s Real Problem. A note from…
FedEx Earns Thursday. Can the Guide Hold at $100 Oil?
September 14, 2026 Fuel surcharge lag will show if FedEx can defend FY2027 EPS at $100-plus Brent. Analyst Targets JP…
Monday = Your Potential Turning Point
September 14, 2026 Bonus Content: Zumiez’s Footwear Problem Just Got Worse. Dave & Buster’s Tonight. A note from our friends…
An 8,000X oversubscription could reset robotics stocks (Invest by 9/17)
A note from our friends at Miso Robotics_DM(ad) Robotics stocks are having a pivotal moment. And one of those stocks…
Oklo Opens a Second $1 Billion Share Sale. The Stock Is Down More Than Half This Year.
OKLO closed Friday at $36.22, down roughly 9% on the day. The trigger was straightforward: on September 11, Oklo entered…