Alignment Healthcare Held Guidance and Still Lost 18% of Its Value in a Day
Hospital and nursing-home costs running hot into August expose the fault line between ALHC's 31% growth and what that growth…
Nvidia’s Jensen Huang Got Credit for a Rally He Didn’t Cause
September 16, 2026 Skyworks surged and Qualcomm rose Tuesday, but it was rates Sponsored wait,...
Eaton’s Transformation Is Real. Is the Price Justified?
Paulo Ruiz takes the Laguna stage today to defend a premium multiple as rates stay higher.
Copper is at Record Highs: Don’t Miss This Small-Cap
September 15, 2026 Bonus Content: NYT Has 13.35 Million Subscribers. The Real Test Is What...
Baldwin Insurance Just Got a $7.7 Billion Vote of Confidence
An 88% premium to BWIN’s June 17 price raises a pointed question for investors still holding comparable brokers at the…
Consumer Confidence Near a Record Low. Why the Fed Has Less Room.
Friday’s University of Michigan data was weak in the way that makes central bankers uncomfortable....
Waymo Is Taking Its Driverless Taxis to Tokyo
Tokyo is the first proof Waymo’s model can cross a border. Ask what that franchise is worth to Alphabet over…
Your First Trade Playbook is expiring
September 15, 2026 Bonus Content: Lilly’s $15B Quarter Is Just the Opening Act A note...
Amazon Is Betting $4B on Qualcomm. Here Is the Real Trade.
The warrant structure, a December revenue start, and a $15B data center target make QCOM's Amazon deal more than a…
Zumiez Just Told You Something. Dave & Buster’s Reports Tonight.
Friday morning, Zumiez opened 16.8% lower at a fresh 52-week low. That kind of gap-down...