When every hyperscaler sells every frontier model, the fight shifts to power, price, and data ownership.
Lam Research Posted Record Revenue. Then Lost $24 Billion in Market Value.
Analyst Targets Evercore ISI: Outperform, target lowered to $315 (from $355) ahead of earnings Needham: Buy, $390 target Consensus (35…
Every American Should Unlock Their IRA/401(k) in 2026
October 22, 2026 Bonus Content: Tesla Earnings Tonight, SpaceX’s Blowout Quarter Rewrites the Deal Math A note from our friends…
Comcast Is Adding Wireless Subscribers Fast. The Margin Bill Is Due Today.
Q3 results reveal whether free-line promotions are converting to real revenue or just masking a deeper broadband slide.
Exposing Trump’s Secret Dollar Plan
A note from our friends at Porter & Co(ad) Something strange is happening to your money. It wasn’t voted on.…
Union Pacific Hit Zero Derailments on Automated Routes. Stock Quiet.
ATI detected 5 times more geometry defects than visual inspections. The market is ignoring what that means for operating costs.
Super Micro Just Raised Its Forecast by Four Billion Dollars
October 21, 2026 A stunning preliminary update sent SMCI up more than 10% Analyst Targets Rosenblatt (Sajal Dogra): Buy, $51…
CrashGPT arrives on Dec. 18
October 21, 2026 Bonus Content: CATL’s Profit Engine Stalls. A New Tax Is Why. A note from our friends at…
Goldman Sachs Just Flipped on the RBA. The AUD Trade Is Now Clear.
The Reserve Bank of Australia is turning more hawkish as the Fed weighs a pause.
This Is By Far My #1 Income Stock
October 20, 2026 Bonus Content: Lilly Spent $32 Billion Buying Biotechs This Year. Count What It Bought. A note from…