Champion stock-picker warns, “Watch out for the Anthropic IPO”
A note from our friends at The Oxford Club(ad) Dear Reader, Imagine finding Tesla before it climbed as high as…
Coherent Earns Nov. 4. The Optics Are Moving Onto the Chip.
October 12, 2026 Silicon photonics is crossing into mass commercial deployment. COHR’s PhotonLink platform is the lever, and options are…
FieldAI’s $10B Raise Tells You Where the Robot Money Is Going
After Firmus’s failed IPO, private capital is abandoning AI data centres for physical AI. Here are the listed names in the path of that shift.
Arista Has $3.5 Billion Tied to AI. The Stock Proves It.
Eight straight beats, 40% revenue guide, earnings Nov. 3. Rich valuation, richer evidence.
This Digital Shift Could Gut Your Retirement
October 11, 2026 Bonus Content: DraftKings and Robinhood Win Either Way the CFTC Rules A note from our friends at…
Tesla’s Cybercab Fleet Grew 8x in 30 Days. Paris Is the Pitch.
Tesla says 300+ Cybercabs are serving Austin, Dallas is next, and the Paris Motor Show opens Oct. 12.
ASML Earnings Wednesday: A 50% TSMC Quarter Says Estimates Are Too Low
There is a contradiction sitting in the middle of the semiconductor equipment trade right now, and ASML’s Wednesday morning report…
UK Gilts Are Telling the World’s Bond Markets What’s Next
The 30-year gilt at 6.036% and the US 10-year at 5.24% are moving together, and the October 28 Budget is landing into the worst backdrop in a generation.
Urgent Prediction: Trump’s team is moving on this $5 stock
A note from our friends at The Oxford Club(ad) Dear Reader, The Trump administration has been pumping massive cash into…
Bitcoin ETFs Just Erased September’s Gains in Eight Days
Nearly $1 billion has left bitcoin and ether funds in October, and BTC sits 32% below its record on the one-year anniversary of the crash that started the slide.