September 4, 2026 Lockheed Martin Got a 7-Year Missile Order. When the Pentagon commits to tripling PAC-3 and quadrupling THAAD…
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September 4, 2026 Bonus Content: Snowflake Is Up 21%. The Growth Rate Says Keep Going. A note from our friends…
Exxon Just Had Its Best Quarter in Years
September 4, 2026 Record Permian output, $17.2B in free cash flow, and a new Guyana vessel Oil crossed $92 a…
Video Briefing: Pre-IPO Positioning Opportunity
September 3, 2026 Bonus Content: HPE’s Networking Business Is Doing the Heavy Lifting A note from our friends at Banyan…
Lululemon Reports Tonight. One Number Decides the Stock.
September 3, 2026 Lululemon Beat EPS. Then Guidance Broke It. A tariff refund inflated the headline number. The real news…
Here’s everything I learned in meetings with U.S. lawmakers
September 3, 2026 Bonus Content: Reddit’s AI Data Business Is Worth More Than the Stock Admits A note from our…
Palantir Is the Only Pentagon AI Company You Can Buy
September 2, 2026 ChatGPT and Grok just landed in GenAI.mil. Palantir turns that into decisions. The Pentagon flipped a significant…
U.S. Is Building a Domestic Drone Industry. This Nasdaq Name Has Been Positioned for It.
September 3, 2026 Bonus Content: Alnylam Is Worth Owning Before Friday’s S&P 500 Changes A note from our friends at…
Salesforce Is Down 22% Despite Its Best AI Quarter
September 2, 2026 Agentforce hit $1.5B ARR. The stock still prices in failure. Salesforce reported fiscal second-quarter 2027 results on…
Sam Altman’s New Project: An Under-Covered Opportunity Larger Than ChatGPT
September 2, 2026 Bonus Content: Private Markets Are Opening. Read the Fine Print First. A note from our friends at…