A record Q2, a bigger buyback, and Brent above $100 make refining a straightforward oil trade.
GM Is Betting $900 Million on a Better Battery Than CATL
Two automakers, one supply chain problem, two very different answers. The contrast sharpened this week when CNBC reported that General…
Cisco, Arista and Ciena Are Better Entry Points in AI Wire
Friday's rotation into networking was the week's clearest signal. Here's how to play it without paying Lumentum's price.
Your First Trade Playbook is expiring
September 13, 2026 Bonus Content: When AI Writes the Exploit, Every Company Is a Target A note from our friends…
Eli Lilly Is Turning Its Obesity Billions Into a New Company
GLP-1 cash flow is funding bone health, endometriosis research, and a global pill rollout, a masterclass in converting one franchise…
Google Is Already Getting Paid. NuScale Is Still Looking for a Customer.
September 12, 2026 Google’s 22-year Finnish nuclear deal shows who collects revenue in the AI power build-out The question worth…
Super Micro Has $60B in Orders. The Stock Trades Like It’s Forgotten.
Oracle’s capex guidance sent Dell and HPE up about 12% Friday. Supermicro rose ~7%, despite an order book that dwarfs…
Project mBridge Threatens US dollar Dominance
September 11, 2026 Bonus Content: Zscaler Secures 750B+ Daily Transactions. The Next Frontier Is AI Agents. A note from our…
Bath & Body Works Could Be Sold. Options Beat the Stock.
Barington's stake is too small to force a deal, but a long-dated call spread gives you upside if private equity…
The Pentagon’s $5 Billion Bet Shows AI’s Real Bottleneck
September 11, 2026 Washington is lending billions not for a new data center, but for the power gear and components…