September 12, 2026 Bonus Content: Boston Scientific Lost Its 2026 Numbers to a Hacker. Here’s the Damage Citi Is Pricing…
Moderna’s Bull Case
September 12, 2026 Argus’s Buy upgrade anchors the bull case at $180 Analyst Targets Argus: Upgraded to Buy, $180 price…
Corporate insiders are front-running the market again
September 11, 2026 Bonus Content: Semtech’s LoRa Bet Is Paying Off. The Next Question Is Scale. A note from our…
137 Nations Are Bypassing the U.S. Dollar
September 11, 2026 Bonus Content: Adobe’s AI Numbers Were Exceptional. The Q4 Midpoint Was Not. A note from our friends…
Copart’s $1.9B ACV Deal: What It Buys
September 11, 2026 Q4 revenue rose 2.4% and Copart struck a $1.9B all-cash deal for ACV. The key question is…
Chaikin: Buy this company by Sept. 29
September 10, 2026 Bonus Content: Apple’s New Price List Runs to $2,499. The Memory Bill Tells You Why. A note…
Elon’s S-1 Master Plan Could Rewrite the Rules of AI
September 10, 2026 Bonus Content: Qualcomm Is Up 13% in Two Days. The Handset Problem Hasn’t Gone Away. A note…
Fox’s $22 Billion Roku Deal Now Faces a Longer Timeline
September 10, 2026 A DOJ second request makes the closing timeline open-ended, and Roku’s discount to the offer price matters…
This May Still Be an Early Copper Window
September 9, 2026 Bonus Content: Oracle’s $638B Backlog Hinges on Its Build Timeline A note from our friends at i2i…
One page. Seven checks. Free today.
September 9, 2026 Bonus Content: Amgen Lost 10% Because of a Drug It Doesn’t Own A note from our friends…