September 26, 2026 Tuesday’s report isn’t about the beat. It’s about the Q4 guide. Carnival Corporation (CCL)...
September 26, 2026 Bonus Content: Accenture’s Bookings Are the Real Audit of Enterprise AI Spend A note...
September 26, 2026 Bonus Content: Jabil’s $9.6 Billion Quarter Lands Before Micron A note from our friends...
With two more unlock tranches hitting October 9 and 24, supply pressure on SPCX is not finished.
September 25, 2026 S&P Global projects $1.3T in capex by 2027, with negative free operating cash flow...
Five Costco EVPs got stock on Sept. 10 before Thursday's beat. Against $77.6 billion in broad insider...
Another “Volatile Week” as The Wall Street headlined. The tenuous 10–year Treasury note yield climbed up near...
September 25, 2026 Bonus Content: $20 Billion in ‘Cash-Like’ Options Funds Isn’t Cash A note from our...
When big index holdings lose spare cash, buybacks and dividends are at risk.
September 24, 2026 Bonus Content: Netflix Cloud Gaming Surge Hides a Real Churn Problem A note from...