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Dell Has a $95 Billion AI Backlog and Trades at 19x Earnings 06125358-11a0-4733-b349-644888f2c8a3
  • Market News

Dell Has a $95 Billion AI Backlog and Trades at 19x Earnings

Editor September 22, 2026
Revenue up 58%, EPS up 203%. Next report is late November.
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Moderna Hits a 52-Week High 93eef069-1d0c-4289-93f6-4a4691cd021c
  • Newsletters

Moderna Hits a 52-Week High

Editor September 22, 2026
September 22, 2026 The options market is doing the heavy analytical work for you Markets don’t need...
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…and it’s all noise 90809401-6fb0-4af3-ac29-50946e9a9ccf
  • Newsletters

…and it’s all noise

Editor September 22, 2026
September 22, 2026 Bonus Content: KB Home Reports Tonight With Earnings Expected Down 45% A note from...
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HP’s Dividend Looks Safe. Its 2027 Profit Margin May Not. 4686847f-4081-4ccb-85d1-a0978d53508d
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HP’s Dividend Looks Safe. Its 2027 Profit Margin May Not.

Editor September 22, 2026
HP told the SEC it expects PC unit volumes to fall mid-single digits in 2027 and won't...
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My #1 morning trade 146a3429-bba3-49e2-b7d8-0650616dfe37
  • Newsletters

My #1 morning trade

Editor September 22, 2026
September 22, 2026 Bonus Content: AutoZone Q4 Results Land Against a Near-10% Options Bet A note from...
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Google Is the Only Public Defendant in the AI Cartel Suit 0f0e6117-4254-4bb9-b69c-ecd0b8a9d4f9
  • Newsletters

Google Is the Only Public Defendant in the AI Cartel Suit

Editor September 21, 2026
September 21, 2026 A federal antitrust class action filed Sept. 18 names Alphabet and three private firms...
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Nvidia and the AI Power Trade Are Splitting in Two 573455af-90ed-4a04-9acd-06cd2347375b
  • Business

Nvidia and the AI Power Trade Are Splitting in Two

Editor September 21, 2026
Trump’s “AI Force” lifts chipmakers, but voter pushback on data centers makes power a separate trade.
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Watch where the sneaky insider money is going right now c4fab7ad-72b3-4c48-9e34-57529e03ee84
  • Newsletters

Watch where the sneaky insider money is going right now

Editor September 21, 2026
September 21, 2026 Bonus Content: Thor Industries Reports Tuesday. The Consensus Gap Matters. A note from our...
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One Nasdaq Has Spent 25 Years Preparing for a Market Set to Grow 118% 5be5a2bb-7602-43be-a96e-f4edecfe2488
  • Newsletters

One Nasdaq Has Spent 25 Years Preparing for a Market Set to Grow 118%

Editor September 21, 2026
September 21, 2026 Bonus Content: The Fed’s SVB Verdict Clears Deregulation. Regional Bank Options Aren’t Convinced. A...
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Wendy’s Major Franchisee Meritage Files for Bankruptcy 51a04705-5665-44b0-97b0-1f4405ecc45f
  • Economy

Wendy’s Major Franchisee Meritage Files for Bankruptcy

Editor September 21, 2026
Meritage's Chapter 11 covers 314 restaurants and 9,000 jobs
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  • Dell Has a $95 Billion AI Backlog and Trades at 19x Earnings
  • Moderna Hits a 52-Week High
  • …and it’s all noise
  • HP’s Dividend Looks Safe. Its 2027 Profit Margin May Not.
  • My #1 morning trade
  • Google Is the Only Public Defendant in the AI Cartel Suit
  • Nvidia and the AI Power Trade Are Splitting in Two

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06125358-11a0-4733-b349-644888f2c8a3
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Dell Has a $95 Billion AI Backlog and Trades at 19x Earnings

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93eef069-1d0c-4289-93f6-4a4691cd021c
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Moderna Hits a 52-Week High

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90809401-6fb0-4af3-ac29-50946e9a9ccf
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…and it’s all noise

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4686847f-4081-4ccb-85d1-a0978d53508d
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HP’s Dividend Looks Safe. Its 2027 Profit Margin May Not.

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