September 9, 2026 Three straight quarters of accelerating growth Snowflake does not usually give the market an easy read. Then…
Day: September 9, 2026
AeroVironment Won the Army’s First Laser Production Contract. The Stock Is Still Down 40%.
AVAV reports fiscal Q1 results tonight. A $464.8M directed-energy award, a $220 Stifel target, and a Pentagon budget built for…
This tiny piece of glass could be bigger than GPUs
September 9, 2026 Bonus Content: AeroVironment Won the Army’s First Laser Production Contract. The Stock Is Still Down 40%. A…
Did this massive insider bet elude public filings?
September 9, 2026 Bonus Content: AeroVironment Won a Landmark Army Laser Deal. Still Down 40%. A note from our friends…
ExxonMobil Paused Its $7B Hydrogen Dream.
September 8, 2026 Bonus Content: ExxonMobil Paused Its $7B Hydrogen Dream. First a note from our friends at i2i Marketing…
Goldman Wants OpenAI Rated Investment Grade. The Math Does Not.
That rating could open bond markets for OpenAI and shrink Nvidia’s $105B Ohio risk.
Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer
September 8, 2026 Bonus Content: Lilly Is Building the Largest API Drug Factory in U.S. History A note from our…