Do You Hold Any of These AI Companies?
July 25, 2026 The Debate Behind SpaceX’s Slide Featured: The Debate Behind SpaceX’s Slide Sponsored Dear Reader, Do you hold any…
The $797 Billion Question
July 25, 2026 The $797 Billion Question Is the AI spending cycle brilliant strategy or a slow bleed? Sponsored First…
NextEra Reports Today. The AI Power Bet Just Got Much Bigger.
A $66.8B Dominion deal puts NEE at the center of America’s AI electricity buildout.
The 5-Part Rule I Always Follow
July 24, 2026 RingCentral’s AI Moment of Truth Featured: RingCentral’s AI Moment of Truth Sponsored Before you place another trade… …make…
SMCI Is Up 20% After Hours. August 11 Is the Real Test.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get answered.
Ford Takes the Fight to Tesla
July 24, 2026 Ford Takes the Fight to Tesla An Apple deal and a $30K EV truck shift the debate.…
Philip Morris Reports Today. ZYN Just Got a Weapon Nobody Else Has.
The FDA ruling changed what PM can legally say about ZYN. Q2 earnings this morning will show if the market is pricing it correctly.
Intel’s Comeback Quarter
July 23, 2026 Intel’s Comeback Quarter The numbers were extraordinary. The reaction was not. Sponsored First a message from Fontieras…
Philip Morris Reports Today. The ZYN Story Just Changed.
FDA cleared modified-risk claims. The smoke-free transformation is accelerating.
LMT’s Big Quarter. Is the Stock Still Cheap?
July 23, 2026 LMT’s Big Quarter. Is the Stock Still Cheap? The Big Question Can Lockheed Martin sustain this momentum,…