August 25, 2026 AeroVironment’s Sept. 9 Test: Can Earnings Match the Locust Deal? The Army’s $400M+ laser award reset the…
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is below seasonal norms, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub…
MP Materials Has a Price Floor. Is It a Business?
China’s rare-earth export-control suspension ends Nov. 10, 2026. The real question is whether Washington’s $110/kg floor is durable policy or…
Shell’s Crackers Are for Sale. Exxon or LYB Should Buy Them.
At up to $8 billion for U.S. ethane-advantaged capacity, this is a trough acquisition question. The rational owner matters as…
Tesla’s Cybercab Has a Date. Price Hasn’t.
August 24, 2026 Tesla’s Cybercab Has a Date. Price Hasn’t. A Sept. 3 event, a Nevada permit, and 300x+ earnings.…
IBTA’s 48% Surge Deserved a Closer Look
Ibotta returned to growth a quarter early. The bear case is still alive inside the numbers.
The U.S. weapons shortage is getting serious
August 23, 2026 Battery Startups Find a Lifeline in Defense Featured: Battery Startups Find a Lifeline in Defense Sponsored Editor’s Note:…
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
Silver’s Six-Year Deficit Just Got Worse
The metal is trading near $69 and the supply math has not improved. Three producers just proved the cash flow…
The Buyback That Didn’t Work
August 22, 2026 The Buyback That Didn’t Work Bessent’s bond market intervention produced a one-day relief rally, then promptly reversed.…