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Micron Reports Wednesday With $50 Billion on the Line
Revenue up 346% year over year, HBM4 is shipping, and a valuation that still looks cheap.
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September 23, 2026 Bonus Content: SoFi Built the Settlement Rails. Now It Wants to Rent Them to Everyone Else. A…
Vicor’s Royalties Doubled Its Growth Guidance. Insiders Are Still Selling.
The licensing pivot is real and quantified. Whether the stock price already reflects more than that is the harder question.
Berkshire Bought $212M More Lennar After It Missed Earnings
When a company misses earnings, cuts its full-year guidance, and watches its stock sink to a 52-week low, most institutional…
Europe Is Growing Again. US PMI at 9:45 Will Decide Next
Germany’s composite hit 53.8 and France flipped above 50, but the ECB’s rate path makes every strong number a double-edged…
Ford and GM Fell on China Fear. TD Cowen Says That Was a Mistake.
The selloff pricing in a Chinese EV invasion ignores structural guardrails that are still firmly in place and a summit…
South Korea’s Chip Boom Is Accelerating
September 22, 2026 The question isn’t whether the AI hardware cycle is real, it’s how it ends. Industrial booms are…
The Rare Earth Sticking Point That Could Sink Thursday’s Summit
Markets are priced for a deal. Beijing's Japan curbs suggest the terms are nowhere near settled.
Copper is at Record Highs: Don’t Miss This Small-Cap
A note from our friends at Resource Stock Digest(ad) Gold and copper prices are rising fast. That’s a fact that’s…