Micron Is Down 42% With a December Report Coming
Revenue nearly quadrupled in fiscal 2026. The stock is priced for a cycle bust that the data don’t yet support.
The AI Bubble has started to crack…
A note from our friends at The Oxford Club(ad) The Shocking Truth about the AI Bubble In just 48 hours,…
Siemens Energy Targets Triple Earnings by 2030. The Separation Makes It Cleaner.
A record €164bn backlog, ~€10bn of free cash flow guided for 2027, and a separation that sharpens the core business, here is what today’s numbers mean.
GPN’s Debt Load Is the Real Question in a $40B Buyout
The headline is seductive: Clayton, Dubilier & Rice, one of the largest private equity firms, is exploring a take-private of…
The Trade Desk Fell 73%. Now It Has Its Biggest Revenue Beat in Years.
An $85 million revenue surprise and 95% retention are forcing shorts to rethink 2026’s most punished ad-tech stock.
Circle November 11 on your calendar
A note from our friends at Brownstone Research(ad) Dear Reader, My name is Jeff Brown, founder and CEO of Brownstone…
Eli Lilly and Novo Nordisk Rose After the FDA’s Vision Warning
When a label change dents sentiment, not the franchise
Archer Aviation’s Earnings Call Is About FAA Progress
Tonight’s Archer Aviation earnings call is a certification update wearing an earnings-report costume. Archer reports Q3 results after the close…
Nvidia’s Most Crowded Trade Has a New Risk Nobody Priced
An independent investigation into Jensen Huang lands nine days before Q3 earnings, forcing institutional investors to price key-person risk.
See this before the rush for the exits begins
A note from our friends at Weiss Ratings(ad) Dear Reader, A financial crisis usually doesn’t begin with one company defaulting…