This Freebie Has an Expiration Date
A note from our friends at Profits Run(ad) If you still haven’t downloaded my “Simple Options Trading For Beginners” book……
Amazon Reports Oct. 29. AWS Is the Only Number That Matters.
AWS hit an 18-quarter growth high in Q2. Investors want 43-45% for Q3, well above the 38% consensus.
ZIM Earned 72% More Than Expected. Buyout Price Stands.
ZIM Integrated Shipping Services is now a materially better business than the one Hapag-Lloyd agreed to buy. The market has…
Tencent Is Borrowing Billions for AI as Free Cash Flow Turns Negative
A $5 billion bond plan signals AI spending is outrunning cash flow.
The only U.S. nickel mine they can’t ignore
A note from our friends at The Oxford Club(ad) Dear reader, Most investors wait for the government press conference. I…
The 10-Year Treasury Hit 5.365%. Here Is Where the Dow Goes Next.
Fed minutes signaled another hike could come this year. Now small caps, banks, and utilities face a reckoning at multi-decade yield highs.
IBM Lost $31B in a Day Over COBOL. The Winners Are Still Getting Paid.
October 7, 2026 The market panicked over who owns the tool. It missed who owns the backlog. In February 2026,…
Ciena’s $8.5 Billion Backlog Makes the 150% Run Look Earned
Three straight sessions of gains, record results, and AI-driven demand that competitors cannot fully replicate, but the valuation demands respect.
Monday Mornings Just Got Interesting
A note from our friends at Stocks to Trade(ad) You won’t believe what I’ve been seeing almost every Monday at…
Nebius Surged 9% on a Deal With No Price Tag. Options Say Sell the Pop.
The market gave Nebius a 9% day on Tuesday for acquiring a startup founded in January. No price was disclosed.…