August 16, 2026 DE Is Up 32%. The FY2027 Order Gap Is the Risk. Featured: DE Is Up 32%. The FY2027…
SanDisk Is Rewriting the Memory Hierarchy
The $93.9B contract floor answered the cycle question. High Bandwidth Flash is the one Wall Street hasn't priced yet.
BABA Reports Thursday
August 16, 2026 BABA Reports Thursday Cloud growth, a royalty model nobody has priced, and four straight EPS misses. Thursday…
The AI Killshot That Is Actually Saving Office REITs
The crowd shorted offices because of AI. AI firms are now the biggest tenants.
OpenAI Hit $40B. Now Price the Loss.
The doubling is real. So is the loss it will take to get there.
DIS Is Down 41% in Five Years. Accumulation May Be Starting.
August 15, 2026 DIS Is Down 41% in Five Years. Accumulation May Be Starting. A new CEO, a $9 billion…
$963B in Interest. The Japan Risk Nobody Is Pricing.
The CBO's August update just raised the debt-service alarm. The 30-year auction Thursday is where the real stress test begins.
Iran Just Set a 2029 Clock. MPC Is the Trade.
An Iranian adviser signaled the Hormuz standoff may last into 2029. Marathon Petroleum just posted $17.73 in adjusted EPS. The…
Your Opinion of Trump Won’t Matter After November 27
August 14, 2026 WBD: The Arb Wall Street Mispriced Featured – WBD: The Arb Wall Street Mispriced Sponsored Dear Reader, Whether…
Apple just sent a powerful signal to investors
August 14, 2026 IBM Is Building an AI Delivery OS. OpenAI Is the Latest Module. Featured: IBM Is Building an AI…