Anthropic’s S-1 shows an operating story that’s far more interesting than the headline net loss, and portfolio managers are arguing…
SK Hynix Reports Wednesday. HBM4 Matters More Than the Dividend.
Analyst Targets Barclays (Simon Coles): Buy, $300 target – expects SK Hynix to return roughly 15% of market value to…
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October 27, 2026 Bonus Content: Boeing Beat on Revenue. The 777 Freighter Problem Matters Now. A note from our friends…
Lockheed’s 10-Year F-35 Framework. Morgan Stanley Sees 38% Upside.
A Pentagon framework covering 850 jets reduces a major overhang, and one top analyst thinks the market hasn’t caught up.
The Dollar You Saved in 2000 Buys About 51 Cents Today.
October 26, 2026 Bonus Content: UPS Cut 78,000 Jobs on Land. The Sea Could Be Next. A note from our…
Prediction Markets Said Lula Had a 20% Chance. Brazil Pays the Gap.
How 80-cent Bolsonaro odds became a 10% real, a 16% ETF drop, and a live reset at B3 this morning.
A 7,000% Dividend?!?
October 26, 2026 A 7,000% Dividend? Bonus Content: Centene Reports Tomorrow. One Number Will Move the Stock. A note from…
Coca-Cola: One Number Could Ruin Everything
October 26, 2026 With consensus at $0.88, what KO’s Q3 result means hinges on volume versus price. Analyst Targets Jefferies:…
SpaceX Got $40 Billion for Nvidia Chips. The AI Credit Cycle Just Told You Who It Trusts.
Musk’s lending warning matters more than the deal size: the financing window for AI-only infrastructure is closing fast.
Democrats Lead in Both Chambers. Defense Moved. Health Care and Energy Have Not.
With nine days to the Nov. 3 vote, the market has priced the shift selectively, and the gaps are where…