October 21, 2026 A stunning preliminary update sent SMCI up more than 10% Analyst Targets Rosenblatt (Sajal Dogra): Buy, $51…
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Goldman Sachs Just Flipped on the RBA. The AUD Trade Is Now Clear.
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October 20, 2026 Bonus Content: Lilly Spent $32 Billion Buying Biotechs This Year. Count What It Bought. A note from…
PANW’s Quantum Firewall Bet Is Now a Carrier Play
The AT&T partnership could turn post-quantum into revenue, and the stock has not fully priced it.
ABB Logged Record Orders. The Stock Fell Anyway.
October 20, 2026 A $115 million non-cash charge swamped a landmark quarter for the Swiss industrial giant, but the order…
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October 20, 2026 Bonus Content: Schneider Electric Sells €6 Billion of New Shares to Buy PTC. Here Is What That…
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RTX Has a $289 Billion Backlog. The Stock Is 16% Below Its High.
Raytheon's defense booking machine is running at full speed, but Q3 asks whether the engine can keep converting orders into…
Tesla’s Delivery Beat Is Banked. Now It Has to Prove What Each Car Earned.
Analyst Targets JPMorgan: Neutral, $415 price target Morgan Stanley: Equalweight, $400 price target Goldman Sachs: Neutral, $360 price target Consensus…
