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Nvidia Just Got Its Clearest H1 2027 Demand Signal f3e80bec-5e51-41ad-9363-e7d7ee5ea699
  • Newsletters

Nvidia Just Got Its Clearest H1 2027 Demand Signal

Editor October 26, 2026
Markets spent the past two weeks dissecting AI order books. SpaceX just handed them an answer. Elon...
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Lula’s Win Puts Latin America’s Right-Wing Policy Calendar on Trial This Week e85ae13e-1915-4e82-967a-aa0fd78a4dbf
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Lula’s Win Puts Latin America’s Right-Wing Policy Calendar on Trial This Week

Editor October 26, 2026
Brazil's shock result is not just a local story: Chile, Colombia, and Mexico all set policy this...
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Strange Last Retirement Trade System Beats Pros 871aaeb8-5043-4d66-bc15-01830c27a4b1
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Strange Last Retirement Trade System Beats Pros

Editor October 25, 2026
October 25, 2026 Bonus Content: Applied Materials Builds the Machine Behind Diamond Power A note from our...
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Samsung’s 195 Trillion Won Quarter Matters, but Capex Matters More 08bcb554-ee7d-437d-b994-3544348c692a
  • Business

Samsung’s 195 Trillion Won Quarter Matters, but Capex Matters More

Editor October 25, 2026
The Oct. 29 divisional breakdown matters, but capex guidance decides if 2027 pricing holds.
Read More Read more about Samsung’s 195 Trillion Won Quarter Matters, but Capex Matters More
Celestica Reports Monday Into a Derated Chip Market b761a31f-ff12-4a93-a92a-42e34c82831c
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Celestica Reports Monday Into a Derated Chip Market

Editor October 25, 2026
Markets don’t need a bad quarter from Celestica. They only need a good one that isn’t good...
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If you think you’re late to AI, see this now 8cea0b2c-3d8b-4409-8171-8605940a4672
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If you think you’re late to AI, see this now

Editor October 25, 2026
A note from our friends at Weiss Ratings(ad) Dear Reader, A lot of investors are looking at...
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For traders who are burned out 01d62971-41c1-4558-a7e6-4cf4a1071481
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For traders who are burned out

Editor October 25, 2026
October 25, 2026 Bonus Content: Robinhood Reports Tuesday With Bitcoin Down 36% From Its Peak A note...
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Starbucks Is Opening 440 Stores and Closing 250 More. What That Costs the Patient Investor. adde085e-9fcb-437b-b890-a0ed75d2bb1e
  • Business

Starbucks Is Opening 440 Stores and Closing 250 More. What That Costs the Patient Investor.

Editor October 25, 2026
Four quarters of comparable sales growth and a raised dividend tell one story. A 141% payout ratio...
Read More Read more about Starbucks Is Opening 440 Stores and Closing 250 More. What That Costs the Patient Investor.
Microsoft Reports Wednesday. Azure Is the Only Number That Matters. 2940457c-2387-4b07-9ac2-4b39a47ce650
  • Market News

Microsoft Reports Wednesday. Azure Is the Only Number That Matters.

Editor October 24, 2026
A 45% Azure target and $50 billion in quarterly capex set a bar with little room to...
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Brent at $116 Has Already Made Energy the Best Trade of 2026. What Comes Next Is Harder. ab529339-cb6b-41d8-8303-985e36ff30a7
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Brent at $116 Has Already Made Energy the Best Trade of 2026. What Comes Next Is Harder.

Editor October 24, 2026
Markets don’t need certainty about war. They only need the credible threat of one. Brent futures gained...
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  • Nvidia Just Got Its Clearest H1 2027 Demand Signal
  • Lula’s Win Puts Latin America’s Right-Wing Policy Calendar on Trial This Week
  • Strange Last Retirement Trade System Beats Pros
  • Samsung’s 195 Trillion Won Quarter Matters, but Capex Matters More
  • Celestica Reports Monday Into a Derated Chip Market
  • If you think you’re late to AI, see this now
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