Jeff Bezos will be on his knees
October 13, 2026 Bonus Content: U.S. Refiners Have the Most to Lose If Trump’s Ceasefire Holds A note from our…
JPMorgan and Goldman Report Today. Provisions Matter More Than EPS.
With CCC spreads at four-year wides and the Fed hiking again, reserve moves and card charge-offs tell the real story of Q3 bank earnings.
Amgen’s Tepezza Monopoly Could End Thursday
Thursday is a binary event for Amgen, and almost nobody in the options market is talking about it that way.…
Refiners Are Minting Money on Diesel. Can It Last?
The ULSD crack hit a record $117.92 a barrel while crude barely moved. Now the debate is whether owning refineries is the trade of the year or a margin peak about to reverse.
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.