Toyota Reports Thursday. The Yen Is Doing a Lot of the Work.
Wall Street expects $3.37 a share on $84.7bn in revenue, but the real question is whether the business can hold up once the currency tailwind fades.
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…
Arista Fell 8% on Friday. Options Price an 11% Earnings Move.
October 31, 2026 Four straight beats, a $3 billion quarter, and shares 20% off the high. Tuesday’s report tests whether…
Lilly Beat Estimates by $1.8 Billion. The Third Raise Matters More.
Mounjaro and Zepbound topped $16B in Q3. Is it priced in?
BP’s $8.5bn Quarter Is Real. Do Exxon and Chevron Match It?
With Brent at $116 and war-risk insurance surging, energy managers are modeling what earnings look like if Hormuz normalizes.
Savvy fliers ditching airlines for $169 private jet?
A note from our friends at The Agora Companies(ad) Have you seen THIS video yet? It’s making the rounds online…
Regeneron Reports Q3 2026 With a Clearer Dupixent Profit Share
The stock is down about 31% from its August 2024 high. Today’s Q3 report should show what Dupixent is really contributing.
Nvidia Needs $600B in Revenue to Reach $10T. Vera Rubin Changes the Math.
Most analysts anchoring Nvidia’s path to a $10 trillion market cap treat it as a revenue story. Get to roughly…
SentinelOne Is Worth More to CrowdStrike Than the Price Tag Suggests
At an $8.8B market cap, SentinelOne’s AI engine and $1.218B ARR base could be the cheapest data moat in enterprise security.
The IPO wave is here and I’m getting paid monthly
October 29, 2026 Bonus Content: COIN and MSTR Report Tonight. Robinhood Told You What to Fear. A note from our…