September 30, 2026 Bonus Content: RTX’s $20.7 Billion AMRAAM Win Is Mostly Unfunded A note from our friends at i2i…
Year: 2026
Nvidia’s $235 Billion Buyback Signals Confidence
After repurchasing $39.8 billion in the first half, Nvidia added $150 billion to its authorization through fiscal 2028.
Eaton Paid €810M for Factory Slots. That May Be the Point.
The bottleneck in power infrastructure right now is not money or permits. It is production slots. Medium-voltage switchgear in the…
Nike Reports Oct. 1 From a 12-Year Low. Gross Margin Is All That Matters.
Nike enters its fiscal Q1 2027 earnings report in the worst position it has faced in more than a decade.…
Wall Street veteran goes ALL in on Bank of Elon
A note from our friends at MarketWise(ad) Wall Street veteran goes ALL in on Bank of Elon A 20-year Wall…
Berkshire’s new CEO has a “secret”
September 29, 2026 Bonus Content: Chevron Has $95 Brent, Q3 in Weeks, and Few Are Watching A note from our…
Kodiak Sciences Proved Its Eye Drug Works. Now the Question Is Dosing.
With 54% of Zenkuda patients at six-month dosing and a Q4 BLA plan, the stock surge may be the start,…
My 5-Minute Options Landmine Check, Free Today
A note from our friends at Profits Run(ad) Before any options trade, there are exactly 4 questions worth 5 minutes…
While Mines Take Decades, This Story Is Targeting 2026.
September 29, 2026 Bonus Content: Iron and Sodium Are Winning Grid Storage Deals Lithium Can’t Touch A note from our…
Micron Reports Wednesday. $31 EPS Is the Floor.
With Q4 earnings on September 30 and guidance already at $50 billion, the question is how far above the bar…