September 6, 2026 Bonus Content: Equinix Bets on AI Inference. Its Options Market Barely Flinched. A note...
August accelerated across geographies and manufacturing end markets. Non-residential construction is the one hole in the story.
September 5, 2026 Four days until Sept This is not an earnings week. There is no EPS...
Options price a binary outcome on Sept. 9, and the backdrop of record gas prices and Lululemon's...
September 5, 2026 Bonus Content: GameStop’s $5B eBay Bet Is Driving Earnings. Tuesday Sets the Tone. A...
September 4, 2026 Bonus Content: Snap’s Real Bet Isn’t the App. It’s the $2,195 Glasses. A note...
The rollback is done. Sunday's decision sets whether XLE, XOM, and CVX hold gains into Tuesday.
September 4, 2026 Q3 EPS guidance of 93-98 cents vs. a $2.41 consensus Options markets going into...
The September 24 White House visit is less about diplomacy than about which sectors get unlocked, and...
September 4, 2026 Bonus Content: Bitcoin Above $81,000 Made Downside Protection Pricier A note from our friends...