October 29, 2026 Bonus Content: Amazon AWS Is Growing Like It’s 2021. The Cash Bill Is 2026’s Problem. A note…
Alphabet’s Q3: Why Cash Flow Hit the Stock
Analyst Targets TD Cowen: Buy, $485 (Oct. 8, 2026) Tigress Financial: Buy, $485 (Sept. 17, 2026) Evercore ISI: Outperform, $450…
Astrobotic Is Gone. Amazon Missed Its Window.
Voyager Technologies closed the lunar robotics deal Amazon should have made. Here is what that costs Amazon Leo long-term.
Gains Without AI
October 29, 2026 Bonus Content: Microsoft Beat on Everything. The Capex Bill in Q2 Capped the Move. A note from…
Selected by the Adobe Design Fund
October 29, 2026 Bonus Content: ServiceNow Fell 18% Overnight. The Revenue Beat Was Not the Point. A note from our…
Nvidia Fell While the Nasdaq Rose. That Gap Is the Risk.
A DOJ inquiry into the Hugging Face deal adds a new overhang to NVDA.
VKTX Reports Today. Lilly Should Be Watching.
With shares down about 41% in a month and Phase 3 oral trials just launched, Viking Therapeutics is cheaper now…
A Quarter of Microsoft Just Got an Exit Offer
October 28, 2026 The buyout covers 60,000 workers across four countries What Happened On Monday morning, Microsoft confirmed it was…
Ignore the market gap – do this at 9:50 AM instead
October 28, 2026 Bonus Content: SK hynix Erased the Bear Case This Morning A note from our friends at Media…
The richest companies on Earth pay Elon rent
October 28, 2026 Bonus Content: GE Vernova Reports Q3: The 125GW Promise And The 11% Hole A note from our…