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September 2, 2026 Bonus Content: Brent Hit $95 After Two Saudi Supertankers Were Struck. Chevron...
Daily Trader Insights
Lockheed and General Dynamics Just Locked In Seven Years of Missile Revenue. Shareholders Aren’t Paying Attention Yet.
The Pentagon's PAC-3 MSE and THAAD production surge is building a multiyear earnings floor that patient investors may be underpricing.
Palantir Is the Only Pentagon AI Stock You Can Buy
ChatGPT and Grok just landed in GenAI.mil. Palantir turns that into decisions.
Strong ISM Data Raises Rate Hike Odds
September 2, 2026 The headline number looked fine. The inflation sub-index told a different story....
DO NOT invest in OpenAI and Anthropic’s IPOs.
September 1, 2026 Bonus Content: One Manufacturing Survey Crashed. The Other Didn’t. The 10am ISM...
Salesforce Is Down 22% in 2026 and Just Had Its Best AI Quarter Ever
Agentforce ARR topped $1.5 billion, up 240% year over year, and the company raised full-year guidance. Dreamforce on September 15…
Your Electricity Bill Is Already Part of the AI Data Center Fight
The local revolts blocking $130 billion in data center projects are really an argument over who pays for the power…
The Fed Has More Hawks Than the Vote Revealed
September 1, 2026 Discount-rate minutes expose a wider hawkish base than the 9-3 dissent tally,...
Write Down This Ticker Today…
August 31, 2026 Bonus Content: New EVs Stall. Used EVs Surge. Same Buyer. A note...
JPMorgan Just Blinked. Goldman Is Holding the Other Side.
With hike odds near 60% and the 10-year around 4.75%, JPMorgan went cautious Monday. Goldman says that caution is misplaced.