Thirty percent revenue growth plus more than $100 million in claimed synergies make the buy case compelling. The regulators still…
Year: 2026
“Elon’s nightmare” could fund your retirement
September 9, 2026 Bonus Content: Cisco Is Becoming the Security Layer for AI Agents A note from our friends at…
Snowflake Is Up 22% This Week
September 9, 2026 Three straight quarters of accelerating growth Snowflake does not usually give the market an easy read. Then…
AeroVironment Won the Army’s First Laser Production Contract. The Stock Is Still Down 40%.
AVAV reports fiscal Q1 results tonight. A $464.8M directed-energy award, a $220 Stifel target, and a Pentagon budget built for…
This tiny piece of glass could be bigger than GPUs
September 9, 2026 Bonus Content: AeroVironment Won the Army’s First Laser Production Contract. The Stock Is Still Down 40%. A…
Did this massive insider bet elude public filings?
September 9, 2026 Bonus Content: AeroVironment Won a Landmark Army Laser Deal. Still Down 40%. A note from our friends…
ExxonMobil Paused Its $7B Hydrogen Dream.
September 8, 2026 Bonus Content: ExxonMobil Paused Its $7B Hydrogen Dream. First a note from our friends at i2i Marketing…
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…