September 14, 2026 Bonus Content: Eli Lilly Is Winning the Obesity Pill Race. Here’s Why. A note from our friends…
Author: Trading Stocks Now
One Stock to Buy Before These Midterms
September 14, 2026 Bonus Content: Seagate Is 27% Off Its High. Its Storage Contracts Say That Gap Is Wrong. A…
Ford Spends $1 Billion in Louisville. Its China Problem Remains.
The Kentucky Truck Plant investment is real capital behind real profits. The CATL licensing fight is a different question entirely.
Dell Booked $60.9 Billion in AI Orders Last Quarter. The Margin Question Is What Matters Now.
September 14, 2026 Dell Booked $60.9 Billion in AI Orders Last Quarter Dell’s AI infrastructure business is the largest of…
U.S. Is Building a New Arsenal. This Name Can Help Power It.
September 14, 2026 Bonus Content: Palo Alto Networks Dropped 10% After Beating Earnings. A note from our friends at i2i…
Valero Turned $714 Million in Profit Into $3.7 Billion. Oil at $108 Keeps the Clock Running.
A record Q2, a bigger buyback, and Brent above $100 make refining a straightforward oil trade.
Intuitive Surgical Is Down 41%. J&J’s Robot Makes the Case
J&J management steps into the Morgan Stanley Global Healthcare Conference on Monday at 11:30 a.m. Eastern with a story the…
An Activist Is Trying to Fire Ethan Allen’s 82-Year-Old CEO
September 13, 2026 Bonus Content: An Activist Is Trying to Fire Ethan Allen’s 82-Year-Old CEO The furniture business is brutal…
Everyone’s Buying AI Chips. Almost Nobody Owns the Outlet.
September 13, 2026 Bonus Content: Micron Is Guiding to $50 Billion in a Single Quarter. The Stock Is 24% Off…
Consumer Stocks Face a Two-Act Wednesday
August retail sales hit at 8:30 a.m. on Sept. 16, hours before the Fed decides on rates, and each number…