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Category: Business

Payrolls Land. Now the Fed’s Internal Fight Becomes Your Trade.
Business

Payrolls Land. Now the Fed’s Internal Fight Becomes Your Trade.

A split FOMC, a 10-year yield at 4.78%, and average hourly earnings are the only numbers that matter before the open.

September 4, 2026
A Missile Restock Worth Years of Revenue Is Being Ignored
Business

A Missile Restock Worth Years of Revenue Is Being Ignored

The Aug. 31 framework deals for PAC-3 MSE and THAAD parts are quietly assembling a defense revenue stack for years.

September 2, 2026
AVGO Reports Wednesday. The $16B Line Is the Only One That Matters.
Business

AVGO Reports Wednesday. The $16B Line Is the Only One That Matters.

Broadcom’s fiscal Q3 results land Sept. 2, with AI semiconductor revenue guidance at a make-or-break level.

August 30, 2026
Defined Levels for a Market Pulling Two Ways on Crude
Business

Defined Levels for a Market Pulling Two Ways on Crude

Brent’s slide toward $88 and Trump’s hardline Iran turn set up two trades inside the same barrel.

August 28, 2026
The Mortgage Rate Trap Tightens on Builders
Business

The Mortgage Rate Trap Tightens on Builders

A 10.5% drop in new home sales and rising hike odds set up the housing complex for a critical technical test.

August 26, 2026
AI Companion or Contract Timing: Zoom’s Enterprise Pop
Business

AI Companion or Contract Timing: Zoom’s Enterprise Pop

Enterprise revenue grew 7.8%, cash flow guidance rose, and $1.3B of buybacks remain. The question is what deserves the credit.

August 26, 2026
Netflix Is Down 41%. Ackman Bought Anyway.
Business

Netflix Is Down 41%. Ackman Bought Anyway.

A $4.7 billion buyback, a $3 billion ad business, and Ackman re-entering after a multiple reset.

August 23, 2026
Five Dividend Fortresses for an Uncertain Market
Business

Five Dividend Fortresses for an Uncertain Market

When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what the economy does next.

August 21, 2026
Nvidia Is No Longer Just a Chip Company
Business

Nvidia Is No Longer Just a Chip Company

The $105B Ohio guarantee makes Nvidia landlord, banker, and arms dealer of AI.

August 20, 2026
The Harness War Starts Today
Business

The Harness War Starts Today

DeepSeek just went public with its plan to unseat Claude Code. The real fight is not about benchmarks.

August 16, 2026

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