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.
Xenon Dropped 30% on the Wrong Headline
September 20, 2026 The psychiatry pause got all the attention. The FDA clock on the epilepsy NDA never stopped. Xenon…
Micron Reports in 11 Days. The Stock Is Down 19% From Its High.
Options are pricing about an 11% move. Here is what the numbers require and how traders should frame risk.
Oil Above $100: Why the Market May Be Underpricing This
September 19, 2026 Bonus Content: Costco’s Thursday Report Will Tell You Whether to Sell Vol or Buy Tail Risk A…
Palo Alto Beat Estimates. Now It Has to Justify the Price.
Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for error.