Memory is now rationed by contract, Korean producers plan steep PC output cuts, and Micron's financials look extraordinary. That combination…
Lumentum’s Premium Vanished as Marvell Stock Fell
When Marvell announced its definitive agreement to acquire Lumentum on Monday, the press release led with a 23.9% premium. By…
Elon to replace the dollar?
November 3, 2026 Bonus Content: Palantir Beat Earnings. One Contract Number Ended the Party. A note from our friends at…
Iran War SHOCK: My Source Told Me to Watch for This
November 3, 2026 Bonus Content: Eaton’s 41% Order Growth Hits a Skeptical Market A note from our friends at Banyan…
Brent Crude Gave Back an $8 Drop Overnight. Here Is What Opens Higher and What Doesn’t.
The US struck Qeshm Island after peace-talk hopes pulled the war premium out of oil. Now traders have to price…
Ryanair’s €2 Billion Fuel Problem Starts in April
The headline profit drop is real but almost beside the point. Ryanair’s first-half results, released this morning, showed after-tax profit…
German Gas at 61% Sends TTF Toward €100
Germany missed its Nov. 1 storage target. Here is where weather risk concentrates, which sectors are absorbing the damage, and…
The only U.S. nickel mine they can’t ignore
November 2, 2026 Bonus Content: Arm’s Royalty Engine Heads Into Wednesday With Chips Hot A note from our friends at…
Google can’t build what Elon has
A note from our friends at Behind the Markets(ad) Dear Friend, Google is paying Elon $920 million a month. Anthropic…
CVS Health’s Rivals Are Retreating. Wednesday Tests Its Pricing
With Humana and UnitedHealth pulling out of nearly a million Medicare Advantage plans for 2027, CVS’s Q3 medical benefit ratio…