September 14, 2026 Bonus Content: iPhone 18 Pro Is Easy to Buy. That Is Apple’s Real Problem. A note from…
FedEx Earns Thursday. Can the Guide Hold at $100 Oil?
September 14, 2026 Fuel surcharge lag will show if FedEx can defend FY2027 EPS at $100-plus Brent. Analyst Targets JP…
Dell Booked $60.9 Billion in AI Orders Last Quarter. The Margin Question Is What Matters Now.
With a $95 billion backlog and full-year revenue guidance raised to $192 billion, Dell's AI infrastructure business is the largest…
Monday = Your Potential Turning Point
September 14, 2026 Bonus Content: Zumiez’s Footwear Problem Just Got Worse. Dave & Buster’s Tonight. A note from our friends…
Skyworks Is at a 52-Week High. The Qorvo Merger Is Why You Keep Buying It.
With China’s SAMR in its final review phase and Korea still reviewing, Skyworks just logged its best week since 2009.…
An 8,000X oversubscription could reset robotics stocks (Invest by 9/17)
A note from our friends at Miso Robotics_DM(ad) Robotics stocks are having a pivotal moment. And one of those stocks…
Oklo Opens a Second $1 Billion Share Sale. The Stock Is Down More Than Half This Year.
OKLO closed Friday at $36.22, down roughly 9% on the day. The trigger was straightforward: on September 11, Oklo entered…
Anthropic Wants $2 Trillion. The Math Says Prove It First.
With OpenAI’s listing pushed to 2027, Anthropic’s October IPO becomes the only public test of what frontier AI is actually…
Apple Raised iPhone 18 Pro Prices Less Than Expected. Now Comes the Harder Test.
Pre-orders opening this morning show whether consumers will absorb $1,199 starting prices shaped by a global memory shortage.
Everyone’s Buying AI Chips. Almost Nobody Owns the Outlet.
September 12, 2026 Bonus Content: Boston Scientific Lost Its 2026 Numbers to a Hacker. Here’s the Damage Citi Is Pricing…