September 7, 2026 Bonus Content: AST SpaceMobile Is Building a Phone Network in Space. Thirteen Satellites Say It’s Working. A…
Year: 2026
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…
Brent at $96. The US Just Hit Iran’s Oil Fleet.
Three Iranian tankers were struck Saturday, OPEC+ holds October output flat, and US markets reopen Tuesday. Here is the full…
Traders: a data point that’s worth your attention
September 6, 2026 Bonus Content: Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely. A…
America’s Largest Nuclear Operator Is Down 20% in 2026
September 5, 2026 Constellation has 20-year deals with Microsoft and Meta, a restart advancing, and a $5B buyback. The stock…
Homebuilders Are Cheap. That Doesn’t Mean They’re a Buy.
Three data points landed this week that define housing’s key debate: is the sector bottoming, or starting a harder leg…