September 6, 2026 Bonus Content: GM and Ford Pitch New Customers: Defense and Grid Storage A note from our friends…
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…
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…
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…
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…
Not Oil. Not Solar. Bigger.
September 3, 2026 Bonus Content: Broadcom Tripled Its AI Revenue. The Stock Fell Anyway. A note from our friends at…
Trade this between 9:30 and 10:45 am EST
September 3, 2026 Bonus Content: Snowflake Jumped 21% Overnight. Here Is What the Numbers Say. A note from our friends…
Ciena’s Record Quarter Wasn’t Enough
September 3, 2026 Record Q3 results and a raised FY26 guide ran into an in-line Q4 revenue outlook. Analyst Targets…
The Link Is Closing
September 2, 2026 Bonus Content: Google Lost Four Top AI Researchers. Now the Stock Reflects It. A note from our…