Yum China Just Bought Pizza Hut China. Here Is What That Means for Your Portfolio.
A $1.2 billion deal drops license fees, boosts margins, and speeds expansion.
How to be in and out of a trade by 10:45
A note from our friends at Base Camp Trading(ad) Dear Income Seeker, If you’re struggling to find high-probability income trades……
Anthropic Wants $2 Trillion. The Math Says Prove It First.
With OpenAI’s listing pushed to 2027, Anthropic’s October IPO becomes the only public test of what frontier AI is actually worth.
Tesla Set October 1 for the Roadster. Buy the Reveal.
October 1 is on the calendar. Tesla posted a two-word message on X, “Go for launch,” tying that date to…
Chipotle’s Beef Bill Is What Investors Actually Need to Price In
The cyclospora cloud has lifted. What remains is a margin squeeze that a 1-2% menu price increase may not fully fix.
Everyone’s Buying AI Chips. Almost Nobody Owns the Outlet.
September 12, 2026 Bonus Content: Lennar Reports Wednesday Night With About 8% Sold Short A note from our friends at…
Eli Lilly Is Spending Its Obesity Billions on a Women’s Health Bet
GLP-1 cash flow is funding a new franchise in bone health and endometriosis, while the oral weight-loss pill Foundayo races toward a 2027 global rollout.
CrowdStrike Fal.Con Deals Are Changing Endpoint Security
September 11, 2026 A record partner ecosystem and a blowout quarter sharpen the next options catalyst. Ten days ago, CrowdStrike…
At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced for that reality.
The best part of trading starts at 9:30am EST
September 11, 2026 Bonus Content: Bath & Body Works Could Be Sold. Options Beat the Stock. A note from our…