September 7, 2026 Navan Reports Wednesday 40% revenue growth and positive free cash flow look compelling until you factor in…
Month: September 2026
Gold Near $4,500 Is Reading the Bond Market. This Week Tells Us If It’s Right.
Three Treasury auctions and a doubling of long-end buybacks converge in four days, making foreign demand the only number that…
Another Eerie Trump Prophecy is Coming True
September 7, 2026 Bonus Content: Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up. A note from our…
UiPath Beat Estimates. The Stock Fell 16%. Sept. 22 Is Next.
September 7, 2026 A Q2 revenue beat and fourth straight quarter of GAAP profit were not enough. An Investor Day…
A massive Fed surprise is coming soon…
September 7, 2026 Bonus Content: AST SpaceMobile Is Building a Phone Network in Space. Thirteen Satellites Say It’s Working. A…
Citi Just Scrapped All 2026 Rate Cuts. Small Caps and REITs Are Paying for It.
With a September 17-18 hike now the odds-on call, the 2027 easing trade needs a hard reset.
Goldman Picked Five Stocks to Buy. AECOM Needs No Shopper.
September 6, 2026 With consumer discretionary the lone losing sector of 2026, the infrastructure engineer stands apart from Goldman’s dip…
Ford’s Idle Battery Plants Could Be Worth $10 Billion. The Clock Starts in 2027.
Ford Energy turns a failed EV bet into grid storage, but investors are still paying $4 billion in annual losses…
This Company Just Had Its Best Year Ever
September 6, 2026 Bonus Content: Moderna Doubled in a Day. What Happens Now Is the Real Question. A note from…
Seagate Is Up 200% This Year. Q1 Guidance Says It’s Not Over.
September 6, 2026 Record free cash flow, four straight EPS beats, and AI storage demand Seagate has turned into one…