September 26, 2026 Friday’s 4.0% bounce tells only half the story Analyst Targets Baird (Tristan Gerra): Buy, thesis: wireless IP…
The “Secret City” That Built the Atom Bomb Is Back
September 26, 2026 Bonus Content: Humana Jumps 7% on a $515 Target. Oct. 8 Star Ratings Are the Bet. A…
A new American Civil War is coming?
A note from our friends at MarketWise(ad) Dear Reader, President Trump went on a seething tirade about calls to regulate…
MercadoLibre Hits $10B Revenue. Stock Is Off 31%.
Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.
Costco Beat. The Stock Still Won’t Go Up.
September 25, 2026 One number in Thursday’s report explains exactly why the multiple is working against it right now. Analyst…
Nu Holdings Gets a Goldman Upgrade. Can Brazilian Banking Work in America?
Goldman’s $23 target assumes cheap U.S. deposits. The economics are harder than the stock price suggests.
Elon’s “Final Phase” of his “Master Plan” is One of the Most Ambitious in Human History…
A note from our friends at Brownstone Research(ad) Editor’s Note: What is the final phase of Elon Musk’s master plan…
Costco Now Has 42.3 Million Executive Members
A record premium tier is the real reason this business compounds while rivals struggle to keep customers.
The revenue signal inside AI’s second act
September 25, 2026 Bonus Content: Eaton’s $24.1 Billion Backlog Is a Factory Problem Now A note from our friends at…
GD’s $136.5B Backlog Is the Story. The Execution Gap Is the Trade.
General Dynamics has a record backlog, but submarine throughput and Gulfstream completions set the ceiling on how fast that revenue…