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When AI Capex Pays: The Case for MSFT at $492 f536df22-932b-451b-8835-5499055eb1d9
  • Business

When AI Capex Pays: The Case for MSFT at $492

Editor August 30, 2026
Azure's 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it...
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A 50/50 September: How to Position Every Asset Class e5fcea5c-018a-494c-a261-039e6a99779b
  • Top News

A 50/50 September: How to Position Every Asset Class

Editor August 29, 2026
Warsh’s Jackson Hole speech shifted September hike odds to a coin flip. Here is the full trading...
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In at 9:35 AM. Out by 10. 6f55b2b7-7f0f-4d44-ba12-c0ff214311f6
  • Newsletters

In at 9:35 AM. Out by 10.

Editor August 29, 2026
August 29, 2026 Bonus Content: The Surcharge Nobody Put on the Income Statement Sponsored Hey, I’m going...
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Lenacapavir Is Now a Platform. Is GILD Priced for It? b8fa2dce-5684-45f4-acd3-af54ba75f000
  • Economy

Lenacapavir Is Now a Platform. Is GILD Priced for It?

Editor August 29, 2026
Bixlenvo's approval reframes the LOE debate, and the multiple may not yet reflect what lenacapavir is becoming.
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Earnings: Medtronic Into Tuesday 036fed24-2b35-4e16-87a5-88005ac5d067
  • Newsletters

Earnings: Medtronic Into Tuesday

Editor August 29, 2026
August 29, 2026 Options imply a 4% move, IV rank is near 79, and call flow is...
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Urgent Briefing: Pre-IPO Opportunity 72332270-c469-4f98-9c4b-9c1038d806ed
  • Newsletters

Urgent Briefing: Pre-IPO Opportunity

Editor August 28, 2026
August 28, 2026 Bonus Content: WDAY Beat Everything. The Backlog Didn’t. Sponsored Dear Reader, A close contact...
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Branded Checkout, Braintree, Venmo: Lores Owns the Math a75e2fd8-77a3-42d4-b429-d4a027806200
  • Business

Branded Checkout, Braintree, Venmo: Lores Owns the Math

Editor August 28, 2026
The $60.50-per-share floor is gone. PayPal’s three businesses must prove their worth on their own.
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Tired of the grind? d4a93729-1f3c-4556-b4a2-0f442f461464
  • Newsletters

Tired of the grind?

Editor August 28, 2026
August 28, 2026 Spotted: Elon Crates at a U.S. Air Force Base Bonus Content: COIN vs. HOOD:...
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Tariff War With Canada – by Justin Vaughn, Editor, Options Trading Report ChatGPT Image Aug 28, 2026, 02_16_24 PM
  • Market News

Tariff War With Canada – by Justin Vaughn, Editor, Options Trading Report

Editor August 28, 2026
A good ending Friday to a ‘topsy–turvey’ market week was not enough to salvage the indexes. All...
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ZYME’s Day: $250 Million on the Line 81fce71d-7aa9-44ec-83be-bfcd4f80439f
  • Newsletters

ZYME’s Day: $250 Million on the Line

Editor August 28, 2026
August 27, 2026 ZYME’s PDUFA Day: $250 Million on the Line The FDA’s August 25, 2026 decision...
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