September 16, 2026 Bonus Content: Oracle Is Down 44% This Year. Its Cloud Numbers Say That’s Wrong. A note from…
Month: September 2026
An 8,000X oversubscription could reset robotics stocks (Invest by 9/17)
September 16, 2026 Bonus Content: Chevron’s Venezuela Bet Is $7 Billion. Oil at $91 Is the Variable. A note from…
Chevron’s Venezuela Bet Is $7 Billion. Oil at $91 Is the Variable.
Record Q2 output, a plan to double Venezuela production, and 38 straight years of dividend growth make CVX compelling. The…
Washington Just Declared War on Your Savings
September 15, 2026 Bonus Content: Nokia’s Edge Router Deals Are Converting to Revenue Fast A note from our friends at…
OpenAI Stays Private. Anthropic Heads to Nasdaq. What That Split Means for AI Investors.
Two of the largest capital decisions in tech history are moving in opposite directions, and the divergence tells you something…
Snowflake Grew 37% Last Quarter. Targets Keep Rising.
Snowflake reported fiscal second-quarter results on September 2 for the quarter ended July 31, 2026, that ended the debate about…
Caterpillar Dropped 4% Yesterday. A $72 Billion Backlog Says Buy It.
Caterpillar fell about 4% Monday to roughly $784, leading the industrial sector lower while the S&P 500 slipped less than…
This 10.3% income window closed once. It’s open again.
September 15, 2026 Bonus Content: Goldman Sachs Near $1T in M&A This Year. Q3 Earnings Oct. 13. A note from…
China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.
August data confirmed the split: industrial output at 5.2% beat every forecast while retail sales hit their weakest reading since…
Chipotle’s HEEP Kitchen Gear Pays for Itself at Lunch
September 15, 2026 Two to four freed labor hours per day, redeployed to the line, is the clearest path back…