AMD Has $11.5 Billion of Inventory Riding on 2027
Data Center revenue rose 97% in Q3. The test is whether $17B of Q4 guidance turns stock into cash.
My #1 coin: Wall Street just moved in
A note from our friends at Crypto 101(ad) Dear Investor, Here’s a list worth reading slowly. a16z crypto. The London…
Democrats Flipped Both Chambers. Here Is Where Money Goes.
A one-month-low dollar and a 2.4% Nasdaq-100 futures swing diverge. Only one should drive your positioning.
Adobe’s New CEO Walks In as a Free Photoshop Waits Outside
Adobe’s December 1 leadership handoff is arriving at the worst possible moment. Anil Chakravarthy becomes president and CEO that day,…
Block Reports Tonight. How Much of Your Return Depends on Bitcoin?
With bitcoin near $76,700 and falling, tonight’s Q3 results will show whether Cash App and Square are doing the real earnings work.
Beginners Guide to Gold IRAs (complimentary)
A note from our friends at Goldco(ad) You’re Missing Out! There’s Still Time To Get The 2026 Guide To Gold…
Circle Reports Wednesday. Its Stock Is Down 39% and the Fed Looks Ready to Hike Again.
November 3, 2026 Circle’s earnings arrive at the collision of a crypto crisis and a rate cycle that punishes every…
Apollo Is Pricing Private Credit Daily. Rivals Are Gating.
In the worst private credit environment since 2009, Apollo’s transparency push is becoming its sharpest competitive weapon.
China Called the Banks In. The CSI 300 Needs More.
Beijing’s buyback relending tweak misses what allocators need to see.
60 minutes of market exposure. $500 in target side income
November 2, 2026 Bonus Content: Estée Lauder Reports Today. China Is the Only Number That Matters. A note from our…