September 7, 2026 A Q2 revenue beat and fourth straight quarter of GAAP profit were not enough. An Investor Day…
Category: Newsletters
A massive Fed surprise is coming soon…
September 7, 2026 Bonus Content: AST SpaceMobile Is Building a Phone Network in Space. Thirteen Satellites Say It’s Working. A…
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…
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…
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…
Nvidia says without this radical device AI can’t scale
September 5, 2026 Bonus Content: Nike Hit a 12-Year Low. October 1 Is What the Stock Needs. A note from…
Dell Raised Full-Year Revenue Guide by $25B. Stock Up 300%.
September 4, 2026 A $95B AI backlog and a 43% EPS beat test what is in the price. Dell Technologies…
Not Nuclear. Not Wind. This Infrastructure Play.
September 4, 2026 Bonus Content: Three Regional Banks Worth Watching Right Now A note from our friends at Behind the…