September 30, 2026 Bonus Content: Conagra Reports Today. The $0.19 Drop Is the Story. A note from...
Anthropic’s IPO prospectus flags $518B of compute obligations.
September 30, 2026 Bonus Content: Tesla Heads Into Friday With a 60,000-Car Estimate Gap A note from...
Monday's Oval Office ceremony is a structural story for US steelmaking, not a signal to reposition your...
Carnival Corporation prints its fiscal third quarter this morning before the open. Consensus sits at $1.35 to...
A note from our friends at American Hartford Gold(ad) Urgent Alert Your Retirement Is at Risk –...
Case-Shiller at 9am, then JOLTS and consumer confidence at 10am, with the 10-year near 5.24%.
September 29, 2026 Bonus Content: Dark Stores Are Taking Over Retail Space. The Math Explains Why. A...
Monster contracts and record backlogs look different when deliveries stretch into 2029 and 2030.
Markets spent last week treating the Paramount-Warner deal as finished. Paramount Skydance settled lawsuits with California and...
