Caterpillar (CAT) dropped its third-quarter numbers at 5:30 a.m. CDT this morning, and the market’s first read is positive. The…
Day: October 29, 2026
Ford Grew Profits While Selling Fewer Cars. Here Is Why That Matters.
October 29, 2026 A 13.3% return on invested capital and $4.7 billion in free cash flow reframe what looked like…
Prologis Has 5.8 GW of Power. Digital Realty Has 7+ GW More.
With SEGRO still in regulatory limbo, the next move targets what Prologis needs: proven data center scale.
“Drill, baby, drill” is finally happening – here’s who gets paid
October 29, 2026 Bonus Content: Shell Earned $10.8bn. Now Ask Where That Money Came From. A note from our friends…
It starts with one decision
October 29, 2026 Bonus Content: T-Mobile Beat Big. The Broadband Play Explains Why. A note from our friends at Med-X…
9 creators. 9 hits. Then a $250k follow-on.
October 29, 2026 Bonus Content: ServiceNow Fell 18% Overnight. The Business Did Not. A note from our friends at RAD…
Results earn repeat business
October 29, 2026 Bonus Content: QatarEnergy Buys U.S. LNG. Cheniere Reports Today. A note from our friends at RAD Intel(ad)…
Shell Earned $10.8bn. Now Ask Where That Money Came From.
A record $42-per-barrel refining margin powered Shell's best quarter since 2022, and that same margin is the hardest number in…