CVX Has a Methane Problem. Its Farm Network Is the Fix the Market Hasn’t Priced.
Five days before Chevron’s Q3 report, CVX hit an all-time high of $233.74 — up about 50% over the past…
UPS Is Paying $5.4 Billion in Dividends With Little Cushion
Tuesday’s earnings will test a 6%-plus yield as diesel tops $6 and volume stays soft.
Nov 11 Announcement Could Send This Stock Soaring
A note from our friends at MarketWise(ad) Dear Reader, A major AI energy announcement coming November 11 could send one…
ServiceNow Reports Wednesday. The Spread Is the Trade.
October 25, 2026 With new proactive AI agents landing and a trailing P/E near 100x, NOW’s Wednesday report looks binary.…
Verizon’s 6% Dividend Runs on Cash. Monday’s Report Tests It.
The free cash flow math looks solid today, but SpaceX’s tower ambitions and a tougher competitive quarter arrive at the same moment.
Constellation’s Running Reactors Are Worth More Than Any SMR Promise
Google’s 20-year uprate deal shows the scarce asset is a plant already on the grid.
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A note from our friends at Profits Run(ad) If you haven’t downloaded my “Top 10 Stocks to Buy This Quarter”…
Anthropic Grew Revenue 250% in Nine Months. Its IPO Meets a Market Repricing AI Risk.
Anthropic’s November debut follows a spike in CoreWeave’s credit stress
Newmont Mined Gold at $1,454. Spot Just Hit $3,987.
With $2.8B in quarterly operating cash flow, the debate is whether miners can decouple from the metal.
Window now open-get paid $116K to move to Europe
A note from our friends at The Agora Companies(ad) Dear Reader, If you like the idea of living in Europe…