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Palantir Breaks Every Expectation
Newsletters

Palantir Breaks Every Expectation

August 3, 2026 Palantir Breaks Every Expectation The real debate is whether this growth can last. There is a question…

August 3, 2026
The $400B Pharma Deal Wall Street Can’t Figure Out
Newsletters

The $400B Pharma Deal Wall Street Can’t Figure Out

August 3, 2026 The $400B Pharma Deal Wall Street Can’t Figure Out Sponsored First a note from Stansberry Research Dear…

August 3, 2026August 3, 2026
Also Inc. Is Shipping. The E-Bike Is Not the Point.
Economy

Also Inc. Is Shipping. The E-Bike Is Not the Point.

A $1B Rivian spinoff just shipped its first e-bike. Amazon and DoorDash are what matters.

August 3, 2026
The Tanker Trade Wall Street Can’t Figure Out
Newsletters

The Tanker Trade Wall Street Can’t Figure Out

August 2, 2026 The Tanker Trade Wall Street Can’t Figure Out STNG just had its best quarter ever. The stock…

August 2, 2026
Apple’s Selloff Points to the Real AI Trade
Top News

Apple’s Selloff Points to the Real AI Trade

Apple’s chip squeeze is a $725B capex story. The winners are not who most investors are watching.

August 2, 2026
China Is Not Hedging. It’s Escaping.
Newsletters

China Is Not Hedging. It’s Escaping.

August 2, 2026 The GDP Number Nobody Is Trading Featured: The GDP Number Nobody Is Trading Sponsored Dear Friend, Your mortgage…

August 2, 2026
Amazon Has a $25B Chips Business. Wall Street Noticed.
Money

Amazon Has a $25B Chips Business. Wall Street Noticed.

The stock jumped after earnings. The options market now has a harder question to answer.

August 2, 2026
Apple Beat Q3. The Real Problem Is September.
Politics

Apple Beat Q3. The Real Problem Is September.

A record quarter couldn’t hide a chip crunch that may lift Apple’s costs.

August 1, 2026
GM’s Hybrid Bet Is Hiding in a Corvette
Newsletters

GM’s Hybrid Bet Is Hiding in a Corvette

August 1, 2026 GM’s Hybrid Bet Is Hiding in a Corvette The Grand Sport X is the only hybrid GM…

August 1, 2026
Sell SpaceX Now. Buy This Instead.
Newsletters

Sell SpaceX Now. Buy This Instead.

August 1, 2026 SPCX Is Down 52% From Its High. August 6 Is the Supply Shock. Featured: SPCX Is Down 52%…

August 1, 2026

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