September 8, 2026 Bonus Content: ExxonMobil Paused Its $7B Hydrogen Dream. First a note from our friends at i2i Marketing…
Month: September 2026
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…
Nordex and the New Margin Ceiling, BofA Just Said So
September 8, 2026 A Bank of America upgrade to Buy, an 11.4% surge, and 800 MW of US orders put…
Tradeweb Processed $61 Trillion in August. Bond Chaos Is Its Business.
When yields swing and portfolios reposition, Tradeweb collects a fee on every trade, and August’s data shows how durable that…
$2 Gold Stock With Major Discovery
September 8, 2026 Bonus Content: Rocket Lab’s Strongest Argument Just Got a New Challenger A note from our friends at…
Have you noticed this weird daily anomaly?
September 8, 2026 Bonus Content: GE Vernova Is 22% Below Its High. A $176 Billion Backlog Says the Drop Is…
GitLab Beat Estimates by 33%. The Street Still Says Hold.
September 8, 2026 A 21% revenue jump and 117% net retention look strong. The question is why Wall Street still…
Caterpillar Made History Last Quarter. The Stock Is Down 25% Since.
A record $72 billion backlog, the first $20B quarter ever, and data-center power demand into 2028 make CAT's pullback look…
Are People Looking at the Wrong AI Trade?
September 8, 2026 Bonus Content: Caterpillar Made History Last Quarter. The Stock Is Down 25% Since. A note from our…