CD&R and GTCR are eyeing a $40 billion buyout of a stock down over 60% from its 2021 peak.
Apple’s Gross Margin Will Set the Stock’s Next Move, Not the EPS Beat
Analyst Targets Morgan Stanley (Erik Woodring): Overweight, $355 Evercore ISI (Amit Daryanani): Buy, $380 J.P. Morgan (Samik Chatterjee): Buy, $360…
the mosquito still bites
A note from our friends at Med-X Inc(ad) Hi, Quick question: when did you last pay for pest control? A…
Most same-day traders pick the wrong side
October 31, 2026 Bonus Content: Dell’s 11% Drop Exposes a Company Running Two Opposite Businesses A note from our friends…
ACA Premiums Rise Again: What It Means for Your Budget
Open enrollment starts Sunday, subsidies remain expired, and 2027 rates look set to rise.
DoorDash Beat Estimates by 31%. The Instacart Deal Makes the Case Bigger.
A record quarter and an Instacart acquisition the market applauded make DASH stand out in delivery right now.
My new warning
October 30, 2026 Bonus Content: Coinbase Earned $2.51 a Share. The Stock Fell Anyway. A note from our friends at…
The S&P 500 Rose as Alphabet Collapsed. That Is the Story.
Four sessions of tech selling and bond buying suggest a real rotation, not month-end noise.
Did you grab your copy yet?
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…