September 5, 2026 Constellation has 20-year deals with Microsoft and Meta, a restart advancing, and a $5B buyback. The stock…
Day: September 5, 2026
Homebuilders Are Cheap. That Doesn’t Mean They’re a Buy.
Three data points landed this week that define housing’s key debate: is the sector bottoming, or starting a harder leg…
Nvidia says without this radical device AI can’t scale
September 5, 2026 Bonus Content: Nike Hit a 12-Year Low. October 1 Is What the Stock Needs. A note from…
Dell Raised Full-Year Revenue Guide by $25B. Stock Up 300%.
September 4, 2026 A $95B AI backlog and a 43% EPS beat test what is in the price. Dell Technologies…
Kroger’s Q2 Results Could Tell You Who Pays for Beef Inflation
With Tyson warning of a $625 million to $775 million beef loss and the August CPI due the same morning,…
Not Nuclear. Not Wind. This Infrastructure Play.
September 4, 2026 Bonus Content: Three Regional Banks Worth Watching Right Now A note from our friends at Behind the…