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The AI Era Is Laying Its Railroads Right Now c4c1ead8-eb1c-4503-a1d9-74aae9a9106d
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The AI Era Is Laying Its Railroads Right Now

Editor September 9, 2026
September 8, 2026 Bonus Content: UNH Is Earning More by Serving Fewer People. November Will Test It....
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Amgen’s 10% Drop Is a Question About Science, Not Just One Drug 8d447bd6-6b61-474c-a450-99b3c2edd201
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Amgen’s 10% Drop Is a Question About Science, Not Just One Drug

Editor September 9, 2026
Citi says the Lp(a) hypothesis is weakened. The market is treating Amgen and Eli Lilly as the...
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Micron’s Taiwan Fabs Are on Strike Watch. 2f914d04-4c3c-4604-86a7-8e84fc458e3a
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Micron’s Taiwan Fabs Are on Strike Watch.

Editor September 8, 2026
September 8, 2026 With 10,000 unionized workers demanding 15% of operating profit Markets don’t need a strike...
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Tradeweb’s August Shows Who Wins When Bonds Sell Off d5db1d99-4858-4868-8aec-c68f0722b925
  • Economy

Tradeweb’s August Shows Who Wins When Bonds Sell Off

Editor September 8, 2026
US government bond volumes jumped 29% year over year, but the real question is whether August’s 4.5%...
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Are People Looking at the Wrong AI Trade? 05a43e26-a383-47f7-93d7-cbbc56b12035
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Are People Looking at the Wrong AI Trade?

Editor September 8, 2026
September 8, 2026 Bonus Content: Amazon’s Cargo Crash Did Not Move Its Stock. That Is the Story....
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This Formula Makes Every Trade Safer 8f0ffb49-5643-4e23-8d8c-8e9501f48625
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This Formula Makes Every Trade Safer

Editor September 8, 2026
September 8, 2026 Bonus Content: United Natural Foods Swings to a $0.62 Profit. Options Say the Real...
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UK Gilts Near 6%: The Bond Market Is Writing the Budget bb13bb53-877e-4522-ac2a-f8f8ba2bd104
  • Economy

UK Gilts Near 6%: The Bond Market Is Writing the Budget

Editor September 8, 2026
30-year gilt yields at a 28-year high have already consumed roughly half of Healey's fiscal room, and...
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Macy’s and RH Report Thursday Into a Sector on Edge 7f49f1d1-00c6-44e4-9c3f-78920a93aa31
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Macy’s and RH Report Thursday Into a Sector on Edge

Editor September 7, 2026
September 7, 2026 Here is what options are pricing for M and RH Consumer discretionary is among...
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If Congress Bans Chinese Cars, GM Looks Like the Better Bet Over Ford 0169d5bf-c464-40b6-b412-f37f662952dd
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If Congress Bans Chinese Cars, GM Looks Like the Better Bet Over Ford

Editor September 7, 2026
Detroit’s push for a closed market raises a question: GM or Ford?
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SpaceX signed a contract with WHO?? e55453e8-f429-4e08-bbf7-36a8270f47f3
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SpaceX signed a contract with WHO??

Editor September 7, 2026
September 7, 2026 SpaceX signed a contract with who? Bonus Content: SailPoint Reports Wednesday Into a Market...
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