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.
Elon Musk’s Shocking Revenge
September 8, 2026 Bonus Content: Nvidia’s Rubin Chip Has a Memory Problem A note from our friends at Brownstone Research(ad)…
Novartis Bought a Platform. The Lead Drug Just Failed. Now What?
The del-desiran miss raises a question large-cap pharma investors dodge: how much of a share price is pipeline hope, and when does that hope become a liability?
SoftBank’s Record 4.75% Bond Found Buyers in Japan
September 8, 2026 What it means when retail savers finance a massive AI bet The question at the center of…
Rocket Lab’s Strongest Argument Just Got a New Challenger
Isar Aerospace reached orbit on its second flight. Here is why RKLB still has the stronger hand.
Closer to Home: Chasing America’s Metals Gap
September 8, 2026 Bonus Content: UBS Flipped to Two Fed Hikes. Its Equity Call Deserves Scrutiny. A note from our…
SoftBank Is Borrowing From Japanese Households for OpenAI
A record ¥1 trillion retail bond at 4.75% shows how Son is funding a giant AI bet.
OPEC+ Froze October Output. The Spare Capacity Question Matters.
September 7, 2026 OPEC+ Froze October Output. After months of quota hikes, the 31.01m bpd pause may say more about…