Manufacturing Data Flashes a Warning. Industrials Look Like the Wrong Place to Be Today.
Empire State’s 13-point drop, softer shipments, and hotter prices hit before the Fed decision. Japan’s July machinery-order slide adds pressure.
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[ACT FAST by 9/17] 8,000x oversubscribed?
September 16, 2026 Bonus Content: Goldman Sachs Has One Chance to Answer Before Oct. 13 A note from our friends…
The Warsh Dot Plot Will Decide Stocks After 2pm
A 25-basis-point hike is mostly priced. The trade is what the 2027 median implies for banks, homebuilders, utilities, and small caps.
Benioff’s AI Warning Is Also His Best Sales Pitch
There is an unusual dynamic playing out at Moscone Center this week. Dreamforce is taking on unique prominence as the…
The Refinery Truce Changes the Trade on Marathon, Valero, and Phillips 66
Diesel at a record $6 made refiners the year’s biggest winners. Trump’s unverified energy ceasefire is now the clearest risk on their margins.
If America’s Drone Boom Is Here, Why Is This Pioneer Still Under $5?
A note from our friends at i2i Marketing Group(ad) Wall Street loves a new story. But sometimes the more interesting…
The 10-Year Treasury at 5.02% Just Handed Traders a Forced Rotation
With yields near a 19-year high and the FOMC meeting underway, the bond market is doing the sector sorting for you.
ServiceNow’s HR Agents Hit $1B. The Stock Is Still Down 27% From Its High.
September 15, 2026 AI contract value crossed ten figures in Q2, agentic deployments grew ninefold, and NOW trades near $142.…
Jabil’s $1.4B Cash Flow Target Is Built Different
While peers burn capital to chase AI, Jabil is generating more of it.
URGENT: $2 Gold Stock With Major Discovery
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