October 28, 2026 Viking Therapeutics trades at $3.1B with roughly $1B in cash, four active Phase 3 trials, and a…
PANW Owns Identity. Zscaler Is the SASE Gap It Cannot Ignore.
Palo Alto Networks does not lack ambition. In fiscal 2026 alone it closed CyberArk, Chronosphere, Koi, and Portkey, a buying…
DO YOU LIVE HERE?
October 28, 2026 Bonus Content: CVX Owns a Piece of Eavor. Now It Should Buy the Rest. A note from…
Your book is inside
October 28, 2026 Bonus Content: Stellantis Revenue Grew in Q3. Europe Is Why. North America Is the Problem. A note…
Finally… options made simple
October 28, 2026 Bonus Content: Enphase Drops 16% After Missing on Revenue, Earnings, and Guidance A note from our friends…
The Next AI Shock Starts Here
October 28, 2026 Bonus Content: T-Mobile’s $1.17 Dividend Is on the Line Tonight A note from our friends at MarketWise(ad)…
GSK Grew Sales 5% and Still Had £2.1 Billion Left Over
A $2.2 billion Zantac settlement did not stop GSK beating estimates, reaffirming guidance, and generating £2.1 billion of free cash…
Royal Caribbean Beats EPS but Misses Revenue. Shares Drop 7%.
With $6.1B due by end-2028 and a $3B Sandals deal, the question is whether guidance holds.
Pfizer Got FDA Approval. The Stock Didn’t Care.
Pfizer had genuinely good clinical news on Monday. The FDA approved Talzenna (talazoparib) in combination with Xtandi (enzalutamide) on October…
Is Trump “taking America public”? Here’s how to own a piece.
October 27, 2026 Bonus Content: Royal Caribbean Beats EPS but Misses Revenue. Shares Drop 7%. A note from our friends…