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…
Moderna’s Bull Case
September 12, 2026 Argus’s Buy upgrade anchors the bull case at $180 Analyst Targets Argus: Upgraded to Buy, $180 price…
Eli Lilly Is Turning Its Obesity Billions Into a New Company
GLP-1 cash flow is funding bone health, endometriosis research, and a global pill rollout, a masterclass in converting one franchise…
Corporate insiders are front-running the market again
September 11, 2026 Bonus Content: Semtech’s LoRa Bet Is Paying Off. The Next Question Is Scale. A note from our…
At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced…