The Google-Georgia Power deal shifts who bears the cost of AI power growth, and SO shareholders may be the quiet…
Gold Shock coming September 30th
A note from our friends at Behind the Markets(ad) Dear Fellow Investor, Mark this date: On September 30th, 2026… The…
Allstate Is Down Sharply. Is the Dividend Worth the Storm Risk?
With $1.43 billion in catastrophe losses over two months and the stock at its lowest level since spring, the real…
1929… 1987… 2008… COVID…
September 23, 2026 Bonus Content: Kalshi Filed to Add Margin to Prediction Markets A note from our friends at Paradigm…
Dell Has a $95 Billion AI Backlog and Trades at 19x Earnings
Revenue up 58%, EPS up 203%. Next report is late November.
Apple’s $20,000 Mac Makes Its Case Against the Cloud Bill
Apple’s upgraded Mac minis and Mac Studios began shipping Tuesday, September 22, 2026, and the company’s argument to corporate procurement…
Ford and GM Fell on China Fear. TD Cowen Says That Was a Mistake.
With Xi Jinping arriving in Washington on September 24 for a summit with President Trump, auto stocks have spent the…
Govt pouring billions into this AI stock
A note from our friends at MarketWise(ad) Editor’s Note: We’re delighted to bring you the latest stock pick from our…
Wall Street Has a Blunt New Name for What’s Happening to the Dollar
September 22, 2026 Bonus Content: Brent Near $100. A Halted Moscow Refinery. Now Zelensky Meets Trump. A note from our…
Meta Jumped 11% on Muse. Wall Street Is Split on What Comes Next.
A download chart got Meta to $741. Whether subscriptions and retention can justify that price is the harder question professionals…