Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline to watch.
The billionaire Wall Street loves to hate
September 1, 2026 Bonus Content: JPMorgan Just Blinked. Goldman Is Holding the Other Side. A note from our friends at…
Dell’s $95 Billion AI Backlog Is Real. Margins Matter.
Record orders and a $25 billion guidance raise are only half the story. What those server sales earn will decide whether the stock deserves its valuation.
Chicago PMI Fell Off a Cliff. Today’s ISM Will Show If It Spread.
Chicago’s barometer fell 10.5 points to 47.1 as markets look for an ISM of 55.2, and the Fed decides rates in 15 days.
Former CIA analyst just bought 10,000 shares
August 31, 2026 Bonus Content: The DTC Price Squeeze Is Real. Who Survives. A note from our friends at The…
Intuit Is Down About 45% and Just Grew Revenue 14%
INTU’s fiscal 2027 outlook spooked investors last week. The business looks sturdier than the chart. But the AI threat is the only question that matters now.
The $812 Monthly Payment Is Telling You Something
August auto forecasts show an affordability squeeze far beyond the showroom floor.
When AI Capex Pays: The Case for MSFT at $492
Azure’s 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it in.
When Your Supplier Is Also Your Enemy
The Cursor cutoff reveals a first principle every long-term investor must stress-test: you do not own a franchise if a rival controls its core input.
How Allocators Are Pricing the AI Buildout
Phase 2 of the chip tariff could turn server OEM bills of materials into a trade-policy variable, and the data center carve-out is the only number that matters.