With Foundayo approved, retatrutide filing due in early 2027, and $3 billion committed to China, the real growth is still…
Day: September 14, 2026
Trip.com Faces a $765M Fine Tomorrow. Growth Says Buy Anyway.
Trip.com Group reports Q2 and first-half results after the close Tuesday, September 15, and the quarter is not pretty on…
This Nasdaq Name Spent 25 Years Preparing for America’s Next Big Move
September 14, 2026 Bonus Content: Eli Lilly Is Winning the Obesity Pill Race. Here’s Why. A note from our friends…
One Stock to Buy Before These Midterms
September 14, 2026 Bonus Content: Seagate Is 27% Off Its High. Its Storage Contracts Say That Gap Is Wrong. A…
Ford Spends $1 Billion in Louisville. Its China Problem Remains.
The Kentucky Truck Plant investment is real capital behind real profits. The CATL licensing fight is a different question entirely.
Dell Booked $60.9 Billion in AI Orders Last Quarter. The Margin Question Is What Matters Now.
September 14, 2026 Dell Booked $60.9 Billion in AI Orders Last Quarter Dell’s AI infrastructure business is the largest of…
U.S. Is Building a New Arsenal. This Name Can Help Power It.
September 14, 2026 Bonus Content: Palo Alto Networks Dropped 10% After Beating Earnings. A note from our friends at i2i…