September 4, 2026 Bonus Content: Novartis’s MS Pill Just Cleared the Hurdle That Sank Rivals A note from our friends…
DocuSign’s Margins Are Surging. Is 9% Growth Enough?
DocuSign raised ARR guidance. The next question is what it earns.
Dell Raises Full-Year Outlook by $25 Billion. Analysts Have to Catch Up.
September 4, 2026 Record revenue, a $95 billion AI backlog, and a full-year outlook that cleared consensus by about $18…
Not Oil. Not Solar. Bigger.
September 3, 2026 Bonus Content: Broadcom Tripled Its AI Revenue. The Stock Fell Anyway. A note from our friends at…
American Gas at $2.87 While Europe Burns Through Its Reserves
The Atlantic price gap is wider than it has been in years. Here is what that means for investors holding…
Trade this between 9:30 and 10:45 am EST
September 3, 2026 Bonus Content: Snowflake Jumped 21% Overnight. Here Is What the Numbers Say. A note from our friends…
Robinhood’s Call Market Is Pricing In Good News. Room Left?
Four targets from $136 to $160 in 48 hours. With HOOD at $113.80 and the NFL here, have premiums already…
Ciena’s Record Quarter Wasn’t Enough
September 3, 2026 Record Q3 results and a raised FY26 guide ran into an in-line Q4 revenue outlook. Analyst Targets…
The Link Is Closing
September 2, 2026 Bonus Content: Google Lost Four Top AI Researchers. Now the Stock Reflects It. A note from our…
Gold Has Lost Its 2026 Gain. A September Rate Hike Is Why.
With hike odds near 70% and real yields rising, the levels that matter for GLD, GDX, and silver.