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This is how traders get crushed 73d8491b-6caf-47af-9729-ee52ebe53096
  • Newsletters

This is how traders get crushed

Editor September 7, 2026
September 7, 2026 Bonus Content: Signet Faces Its Hardest Earnings Day in Years This Wednesday A note...
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Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up. f1fa0a1c-a02a-40a4-995a-837e5f05cb98
  • Market News

Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.

Editor September 7, 2026
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple...
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Casey’s Faces a Record-Price Fuel Quarter 713c8f4d-4e2f-49f8-85dd-8556225b0ee6
  • Newsletters

Casey’s Faces a Record-Price Fuel Quarter

Editor September 6, 2026
September 6, 2026 Diesel just hit $5.85, and Tuesday’s report tests the fuel-margin model. Pump economics work...
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Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely. d41fa2e6-1d00-41cb-99ce-3ae04389cb8d
  • Economy

Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely.

Editor September 6, 2026
Fiscal Q4 earnings are expected Sept. 24, and Jabil has raised its FY2026 AI revenue outlook to...
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I Almost Didn’t Send This Email… 1dc49891-b2d7-45ec-ab02-4ae046f4d97f
  • Newsletters

I Almost Didn’t Send This Email…

Editor September 6, 2026
September 6, 2026 Bonus Content: BRZE and TTAN Report Into a Software Sector Being Marked Down A...
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$300B In 90 Days 3c4cfdd2-aa4a-4ad9-bc3f-79f9a8388f78
  • Newsletters

$300B In 90 Days

Editor September 6, 2026
September 6, 2026 Bonus Content: Equinix Bets on AI Inference. Its Options Market Barely Flinched. A note...
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Fastenal’s 16.6% August Sales Growth Points to Firm Demand c5d3e22e-9c2c-44d0-98ea-39ea85b12df3
  • Business

Fastenal’s 16.6% August Sales Growth Points to Firm Demand

Editor September 6, 2026
August accelerated across geographies and manufacturing end markets. Non-residential construction is the one hole in the story.
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Apple Drops 2.5% Before Its Sept. 9 Event 3e59d08a-956a-4b5c-94f1-19dc30f5a3cc
  • Newsletters

Apple Drops 2.5% Before Its Sept. 9 Event

Editor September 5, 2026
September 5, 2026 Four days until Sept This is not an earnings week. There is no EPS...
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Chewy Reports Tuesday With 27% Already Gone. The 10% Move Is Just the Beginning. b729dd2b-3fb6-49e5-a6c1-f485e2fa8eff
  • Economy

Chewy Reports Tuesday With 27% Already Gone. The 10% Move Is Just the Beginning.

Editor September 5, 2026
Options price a binary outcome on Sept. 9, and the backdrop of record gas prices and Lululemon's...
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The Next Gilded Age Is Starting Now 120a5100-f28c-48a2-a093-292f5a6f5ba1
  • Newsletters

The Next Gilded Age Is Starting Now

Editor September 5, 2026
September 5, 2026 Bonus Content: GameStop’s $5B eBay Bet Is Driving Earnings. Tuesday Sets the Tone. A...
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