September 15, 2026 Bonus Content: Walmart’s Ad Business Earns More Than Stores Per Dollar A note from our friends at…
Month: September 2026
Lilly’s $15B Quarter Is Just the Opening Act
With Foundayo approved, retatrutide filing due in early 2027, and $3 billion committed to China, the real growth is still…
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…
Valero Turned $714 Million in Profit Into $3.7 Billion. Oil at $108 Keeps the Clock Running.
A record Q2, a bigger buyback, and Brent above $100 make refining a straightforward oil trade.
Intuitive Surgical Is Down 41%. J&J’s Robot Makes the Case
J&J management steps into the Morgan Stanley Global Healthcare Conference on Monday at 11:30 a.m. Eastern with a story the…