September 17, 2026 Bonus Content: Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its…
Year: 2026
Crude Drops $4 as Aramco Finds a Way Around Its Broken Pipeline
The war premium that drove oil toward $109 is unwinding. Not every energy trade unwinds with it.
The Robot Surgery Company Nobody Wants
September 17, 2026 Five straight beats, 85% recurring revenue, and a decade-low multiple make the case for Intuitive Surgical right…
Man Who Predicted COVID 19 Crash Warns of New Crisis
September 17, 2026 Bonus Content: Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.…
Enova Is Buying Back Shares After Abandoning Its Bank Deal
ENVA dropped roughly 23% Tuesday after walking away from Grasshopper. The buyback promise that followed deserves scrutiny.
Broadcom’s AI Revenue Tripled. The Stock Is 30% Below Its High.
September 16, 2026 Broadcom’s AI Revenue Tripled $58 billion in AI chip revenue guided for this year and a roadmap…
While everyone watched Iran, this huge bet dropped…
September 16, 2026 Bonus Content: Oracle Is Down 44% This Year. Its Cloud Numbers Say That’s Wrong. A note from…
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…