Govt pouring billions into this AI stock
October 10, 2026 Bonus Content: Mortgage Rates Hit 7.40%: Homebuilders Price In Pain A note...
Homebuilders and Mortgage REITs Have Further to Fall
With the 30-year fixed at 7.40% and the 10-year at 5.24%, the sector's technical damage points to more downside, not…
Here’s Why Trump Won’t End The Iran War
A note from our friends at Banyan Hill Publishing(ad) Dear Reader, They declared a ceasefire!...
One Number From a Private Company Just Hit the Chip Sector
October 9, 2026 AI hardware valuations depend on OpenAI’s unaudited figures. Here is the risk...
Alphabet Gained Ground as the AI Trade Fell Apart
OpenAI’s revenue reset rattled the sector, while Google says Gemini is used at nearly 90% of the Fortune 100.
The “Secret City” That Built the Atom Bomb Is Back
October 9, 2026 Bonus Content: Nvidia-Backed Firmus Pulls $5 Billion IPO. The New-Issue Window Just...
Goldman Sachs Hands 20 Executives $500M in Stock Days Before Earnings
David Solomon tops $100M as a five-year award vests ahead of the Oct. 13 Q3 report.
Option trading for regular people
October 9, 2026 Bonus Content: The Fed Is Pointing to December. The Dollar Priced It...
Tencent Fell on a $5B Borrowing Plan
October 8, 2026 When tech giants announce debt to fund AI compute, equity holders are...
Halozyme’s Patent Win Over Merck Changes Future Deals
A Dutch court order restricting Keytruda SC in eight markets boosts Halozyme’s leverage.