SanDisk Beat Estimates, Guided Higher, and Split Its Stock. The Market Still Sold It.
A 23% sequential revenue jump and an eight-for-one split still left SNDK down about 5%. Here is why the reaction matters more than the quarter.
Dr. Ron Paul issues important new warning
October 30, 2026 Bonus Content: Marvell Lost $33 a Share on a Deal Nobody Has Signed Yet A note from…
Intel Beat Every Q3 Target. Then Its PC Business and a Factory Blast Hit the Stock.
A data center surge of 78% couldn’t offset a $1.6B guide gap and a $600M hit tied to a deadly Israel plant blast.
The 2026 beginners Guide to Gold IRAs
October 29, 2026 Bonus Content: Apple’s Real Acquisition Problem Is Its Own Servers A note from our friends at Goldco(ad)…
Microsoft’s Best Azure Quarter in Years. Wall Street Debates the Debt.
Azure grew 48% in the quarter ending September 30. Microsoft beat on revenue, earnings per share, and cloud margins. Commercial…
Prologis Has 5.8 GW in Pipeline. Digital Realty Runs 3.1 GW.
Prologis is building what Digital Realty already operates, and that gap keeps the deal logic alive.
Marc Chaikin’s stunning AI call for 2027
October 29, 2026 Bonus Content: Shell Is Giving Its Record Refining Quarter Back to Shareholders A note from our friends…
A top 5 studio came back with $250k more
October 29, 2026 Bonus Content: Blue Owl’s Biggest Fund Can’t Pay Out What Investors Ask A note from our friends…
Visa Sold Off on Good Numbers. Now Mastercard Has to Answer Why.
Mastercard’s Q3 report this morning tests whether Visa’s slide was a one-off or a broader reset for payment networks.
Unity’s Industrial AI Turn Is What Microsoft Needs
With Xbox revenue down and Azure pushing deeper into XR, Unity’s real-time 3D engine looks like a credible enterprise acquisition target.