September 15, 2026 Bonus Content: Axon’s $15.1 Billion Backlog Is a Software Business in Disguise A note from our friends…
Baldwin Insurance Just Got a $7.7 Billion Vote of Confidence
An 88% premium to BWIN’s June 17 price raises a pointed question for investors still holding comparable brokers at the…
Some of the Biggest Mining Stories Started At This Stage
A note from our friends at i2i Marketing Group(ad) What a Gold Story Looks Like Before Most Notice The biggest…
Intel Falls 5.6% on AI Slowdown Fears. Its Own Data Pushes Back.
Analyst Targets Bernstein (Stacy Rasgon): Neutral, $110 target Mizuho (Vijay Rakesh): Neutral, target cut to $92 from $109 Northland: Buy,…
The 10-Year Treasury at 5.02% Is Settling a Debate the Fed Kept Avoiding
Long-end yields are now doing the tightening regardless of what Warsh decides tomorrow — and the dot plot won't fix…
Gut Wrenching Prediction
September 15, 2026 Bonus Content: Intel Got $19.5 Billion From Washington. Now It Must Earn It. A note from our…
Square Loans Are Now Block’s Quiet Growth Engine
Merchant lending is expanding into territory banks won't touch, and the math helps explain why Block keeps raising its outlook.
The “Iran Discount” Ends September 30th
September 14, 2026 Bonus Content: iPhone 18 Pro Is Easy to Buy. That Is Apple’s Real Problem. A note from…
FedEx Earns Thursday. Can the Guide Hold at $100 Oil?
September 14, 2026 Fuel surcharge lag will show if FedEx can defend FY2027 EPS at $100-plus Brent. Analyst Targets JP…
Dell Booked $60.9 Billion in AI Orders Last Quarter. The Margin Question Is What Matters Now.
With a $95 billion backlog and full-year revenue guidance raised to $192 billion, Dell's AI infrastructure business is the largest…