GEV Reports in 7 Days. The Grid Software Angle Options Miss.
Options on GE Vernova price a 5.7% move when the company reports Q3 results on October 28. That implied range…
GE Vernova Turns Grid Inverters Into Software
FLEXINVERTER upgrades and GridOS put GEV at the chokepoint where volatile renewables meet transmission.
No. 1 stock to cash in on the death of iPhone
A note from our friends at MarketWise(ad) Dear Reader, According to Josh Baylin, the analyst who told Congress the smartphone…
Tesla Reports Tonight. SpaceX Shows What Tesla Must Become.
With deliveries already counted, Tesla’s Q3 report is about funding its future without SpaceX.
FCX Reports in Seven Days. The Real Catalyst Is Arizona.
Wall Street is treating Freeport-McMoRan’s October 27 earnings call as a copper price read. Options data implies roughly a 4%…
RTX Has a $289 Billion Backlog. The Stock Is 16% Below Its High.
Raytheon’s defense booking machine is running at full speed, but Q3 asks whether the engine can keep converting orders into earnings.
An Alternative “AI Bank” Is Now Available
A note from our friends at MarketWise(ad) Hi, If you’ve been waiting to get revenge on your bank… For low…
GSK’s Rectal Cancer Approval Is Real. The Options Trade Is Elsewhere.
October 20, 2026 Jemperli’s FDA clearance shifts care, but the cleaner options trade may sit in testing and robotic surgery…
Silence Therapeutics Just Showed What a Western RNA Platform Is Worth
Beijing moved to wall off Chinese siRNA platforms as Merck KGaA paid a 130% premium for a London-listed one
Philip Morris Earnings Wednesday: Can ZYN and IQOS Carry the Dividend?
With Brent crude around $107 and the dollar near 18-month highs, Wednesday’s Q3 report is an early test of whether smoke-free products can protect PM’s income growth.