Simple 1-hour trading strategy revealed
September 20, 2026 Bonus Content: Nscale’s $103 Billion in Contracts Has a $1 Billion Problem A note from our friends…
Nvidia Says It Will Sell Twice the Chips. Now Prove It.
Jensen Huang did not hedge. Speaking to reporters on the sidelines of an AI summit convened by King Charles III…
Salesforce Raised Its Revenue Target to $63 Billion. The Stock Is Still 34% Off Its High.
Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms now believe.
The Marvel Playbook Created 350B+ in Franchise Value
A note from our friends at Skybound_DM(ad) Marvel was valued at $54 billion. Star Wars at $181 billion. And Pokemon…
ExxonMobil’s Pioneer Synergies Doubled. Q3 Earnings Are Oct. 30.
Permian production topped 1.8 million boe/d in Q2 2026 and Pioneer synergies are about $4B a year, double the original estimate. With Brent near $90, the setup looks supportive.
Tankers Hit $1 Million a Day. Now What?
September 19, 2026 Up 120% in 2026, crude carriers are priced for a closed Hormuz. The bet is whether that…
Palo Alto Beat Estimates. Now It Has to Justify the Price.
Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for error.
Washington wants this powering a base by 2028
A note from our friends at The Oxford Club(ad) Dear Reader, A microreactor just generated neutrons at Idaho National Laboratory.…
Jabil Has $13.6 Billion in AI Revenue This Year. The Market Hasn’t Priced It.
Jabil reports September 30, and its FY2027 guidance may matter more than the quarter itself.
Insights into KB Homes Earnings
September 18, 2026 Completions down 27% and pending sales 30% below pre-pandemic norms The debate about whether the housing market…