IBTA’s 48% Surge Deserved a Closer Look
Analyst Targets Needham: Buy, $45 price target Evercore ISI: In-Line, $42 price target (raised from...
August 2026
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
IBTA’s 48% Surge Deserved a Closer Look
Ibotta returned to growth a quarter early. The bear case is still alive inside the numbers.
The Feedback Loop Bonds Cannot Escape
BofA's Hartnett says the debt-service spiral is the real threat, not the round number.
The $40T Signal Gold Is Reading Correctly
The Treasury buyback surprise, $7.93T in cash, and a yield curve that just broke its own rules.
ETON’s 43% EBITDA Margin Is the Number Wall Street Missed
Revenue doubled. The margin story behind it is what changes the long-term math.
The Margin Story Is No Longer Theoretical
The S&P 500 closed at 7,757.64 on August 7, 2026, at a record high, after...
MRNA Doubled on Data Nobody Has Seen Yet
INTerpath-001 topline moved the stock 177% in one day. Hazard ratios, p-values, and survival curves were not released.
Eaton Built a 307-Gigawatt Moat. ETN Still Discounts It
Record Q2 revenue, a 307-gigawatt U.S. pipeline equal to 15 years of build, and a cooling deal running 20% above…
The Houston Signing Is Just the Entry Fee
Independent US producers are inking PDVSA deals tonight. The upgrader problem, the rig shortage, and a 93-rig gap explain why…