Copart Is Spending $1.9 Billion to Own the Full Life of Every Car
Its biggest acquisition buys data and pricing intelligence. Does that extend the compounding runway?
Chip Sales Flashed a Warning, but KLA Says the Cycle Is Fine
September 11, 2026 SIA shows July chip sales rose, while UBS sees memory volatility. Here’s how investors are reconciling them.…
The one-page filter for smarter options trades
September 10, 2026 Bonus Content: Anthropic Is Spending $135 Billion It Hasn’t Borrowed Yet A note from our friends at…
Chip Sales Flashed a Warning, but KLA Says the Cycle Is Fine
SIA shows July chip sales rose, while UBS sees memory volatility. Here’s how investors are reconciling them.
Brent Shoots Above $101
September 10, 2026 Ukraine’s strike adds a different supply risk than US-Iran tensions, and the market is treating them as…
Apple’s iPhone Duo Costs $1,999. Who Pays the Memory Bill?
Apple held the Duo at $1,999, then leaned on the storage ladder. The December quarter is the test.
Have you noticed this weird daily anomaly?
September 9, 2026 Bonus Content: Salesforce’s Predictive Analytics Push Is a Pricing Experiment A note from our friends at Media…
Oracle Reports Tonight. A $21.6B Pentagon Cloud Contract Makes the Bull Case Harder to Ignore.
The Pentagon’s new cloud solicitation is more than twice the size of the 2022 award. Oracle’s spending may already be outrunning the revenue.
Amgen’s Drop: A Drug Class Under Fire
September 9, 2026 Citi says the Lp(a) hypothesis is weakened. The market is treating Amgen and Eli Lilly as the…
ServiceTitan Beat the Quarter. The Guide Is What Investors Are Paying For.
Revenue up 21% to $292.8 million with record free cash flow, yet cautious Q3 guidance erased nearly a fifth of the stock’s value overnight.