Washington Wants the Next Drone Boom Built in America
September 22, 2026 Bonus Content: Strategy Jumped 9% With Bitcoin. Options Are the Smarter Play. A note from our friends…
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.
Every Big Four Bank Expects an RBA Hike. The ASX Trade Is Not Where Most Think.
Seven days out from a Reserve Bank of Australia decision that money markets are treating as a near-certainty, Australian equity…
Wendy’s Biggest Franchisee Just Went Bankrupt. Is Your ‘Safe’ Fast-Food Stock Safe?
The Meritage collapse exposes a fault line beneath fast-food defensiveness.
AI Investors Should Get Ready for a BIG Surprise
September 21, 2026 Bonus Content: Google Is Already Fighting Three Antitrust Battles. Now There Is a Fourth. A note from…
BYD at the White House Could Break US Auto Trade
September 21, 2026 Xi’s Thursday summit is a near-term yes-or-no on Chinese market access, making GM, Ford, and suppliers a…
Apple’s iPhone 18 Pro Lead Times Jumped in Week Two
JPMorgan’s data eased launch-day worry, and iPhone Duo pre-orders open October 16.
Salesforce Raised Its Revenue Target to $63 Billion. The Stock Is Still 34% Off Its High.
Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms now believe.
The “Secret City” That Built the Atom Bomb Is Back
September 20, 2026 Bonus Content: Boeing’s European Win Has a Labor Vote Attached A note from our friends at MarketWise(ad)…
Tesla’s Optimus Factory Is in China. Does That Matter?
The first real bill of materials for Tesla’s humanoid robot runs through Zhejiang. The question is who captures the value.