September 7, 2026 Bonus Content: Macy’s and RH Face Their Toughest Audience Thursday A note from our friends at The…
GPT-6 Astra Reset the Price of a Memory Order. Seoul Paid.
KRW 5.2T went into the Kospi while New York slept. Was it a new demand cycle or a holiday chase…
AeroVironment’s Biggest Contract Ever Can’t Fix Wednesday’s Problem
September 7, 2026 The Army’s $464.8M laser award changes the long view, not the quarter AVAV reports in two days.…
The Biggest AI Winners Won’t Stay Cheap for Long
September 7, 2026 The Biggest AI Winners Won’t Stay Inexpensive for Long Bonus Content: Copart’s Fiscal Year Ends Thursday. Total…
Frontline Is Making Record Money. Both Navies Are Now Shooting at Its Market.
War-risk premiums hit 10% of hull value per transit, and the conflict that built Frontline's record quarter could also end…
Why the Richest Man Alive Lives in a $50,000 Shack
September 6, 2026 Bonus Content: Novartis and Ionis Just Lost Their Biggest Heart Disease Bet A note from our friends…
Zcash Passed $1,000. The Short Sellers Paid for It.
A Grayscale spot ETF, forced liquidations, and a top-ten market cap while Bitcoin sits stuck near $79,900.
Volkswagen Is Cutting 100,000 Jobs. What Must Go Right
September 6, 2026 Future Plan 2030 may be the right medicine, but the dose is bigger than expected. The supervisory…
Elon’s “Final Phase” of his “Master Plan” is One of the Most Ambitious in Human History…
September 6, 2026 Bonus Content: GM and Ford Pitch New Customers: Defense and Grid Storage A note from our friends…
Ionis Had a $900 Million Royalty Dream. Pelacarsen Just Erased It.
The HORIZON trial failure wipes a defined economic stake from Ionis's model and raises a harder question about whether the…