Nvidia’s record quarter could send this new type of AI soaring
October 16, 2026 Bonus Content: Traders Sold Iran Risk on a Promise Trump Just Contradicted...
Volta’s $3.7 Billion GPU Loan Has No Bank Behind It
JPMorgan and Goldman walking away from the chip tranche is a credit-market verdict on AI collateral that equity investors have…
This. Is. It.
October 15, 2026 Bonus Content: 3M Has the Factory Floor Graphene Has Been Missing A...
Samsung and SK Hynix Just Lost 10% in a Single Day
October 15, 2026 Wednesday’s S&P selloff crossed the Pacific overnight and turned into something far...
Tesla Reports October 21. The Number That Will Move the Stock Is Not EPS.
Deliveries beat. Automotive margins are the real problem. And Goldman says the Cybercab update matters more than the quarterly financials.
What happens when an essential industry is forced to change?
A note from our friends at Med-X Inc(ad) THIS TIME, THE INDUSTRY UNDER PRESSURE MAY...
Merck, AbbVie, and Pfizer All Gained 4% Yesterday. How to Own the Rotation Without Chasing It.
Wednesday's pharma rally was real, but building lasting healthcare exposure takes more than buying what just ran.
Oct 20th: The Grand Canyon Auction
A note from our friends at Behind the Markets(ad) Dear Friend, The biggest energy deadline...
Morgan Stanley’s Equities Desk Just Made Wells Fargo Look Small
October 14, 2026 Equities beat by $909 million. The Wells Fargo September slowdown story just...
Iran Strikes Are Back on the Table. Brent Isn’t There Yet.
Trump’s “very soon” warning raises energy risk as tanker incidents mount.