The Mortgage Rate Trap Tightens on Builders
A 10.5% drop in new home sales and rising hike odds set up the housing complex for a critical technical test.
The hidden answer to AI’s 80X Surge
August 26, 2026 Bonus Content: Sell the Enthusiasm in RUM, Not the Contract Sponsored By 2030, AI data centers alone…
One Date Is Doing All the Work: Sept. 9 and the AVAV Bookings Proof
August 25, 2026 One Date Is Doing All the Work: Sept. 9 Options pricing has not caught up to a…
AI Companion or Contract Timing: Zoom’s Enterprise Pop
Enterprise revenue grew 7.8%, cash flow guidance rose, and $1.3B of buybacks remain. The question is what deserves the credit.
Workday Reports Thursday. Deal Still Not Done.
August 25, 2026 Two catalysts, one expiry: pair Thursday’s results with the Silver Lake skew. Workday (WDAY) reports fiscal Q2…
Robinhood Is Now Out-Earning Crypto With Prediction Markets
Last week’s CFTC fireworks matter long-term. But Robinhood’s event-contract revenue is already visible in the latest quarterly results.
Nvidia Gained 156,000%…
August 24, 2026 Nvidia Gained 1560X… Featured: CRWD Reports Wednesday. The Bar Is Perfection. Sponsored Dear Reader, Alexander Green called Nvidia…
Which Multinationals Actually Earn China
Beijing’s latest stimulus rewards durable local franchises, not those hoping policy rescues cyclical demand.
Bonta Cancels. The Clock Starts Oct. 1.
August 24, 2026 A blown settlement meeting and a ticking fee make PSKY and WBD the week’s most asymmetric defined-risk…
Tesla’s 2.98M-Vehicle Recall Is a Headline, Not a Bill
When the fix is software, vehicle count says little about cost.