The merger headline is real, but don’t let it swallow the earnings call. Tonight, after the close, Tesla reports Q3…
The cybersecurity firm on your watchlist
October 21, 2026 Bonus Content: Four Dead at TSMC’s Kaohsiung Site: What Traders Watch A note from our friends at…
You can’t quit termites
October 21, 2026 Bonus Content: CBRE Pays $1 Billion to Own the Firms That Wire Hyperscalers’ Data Centres A note…
Intuitive Surgical Is Down 29% From Its High. The Decade-Long Case Is Not.
A $450 million settlement charge and da Vinci price moves spooked investors Tuesday, but the core business just posted 22%…
Why Wall St. Icon launched the first-ever 401(ai) project
A note from our friends at MarketWise(ad) Dear Reader, Before Wall Street legend Marc Chaikin unveiled his new 401(ai) breakthrough……
Ignore the market gap – do this at 9:50 AM instead
A note from our friends at Media Pub(ad) When news broke overnight about China’s Moonshot AI unveiling its new model……
NiSource Just Locked In 20 Years of Microsoft Revenue. What to Check Before You Buy.
A 1,100 MW deal with Microsoft makes NiSource an AI power play, but diligence goes deeper than the headline.
Salesforce Just Paid $5.66B for Braze
October 20, 2026 CRM shares fell on today’s deal. The harder question is whether Salesforce can actually connect what it…
AMD’s Power Architecture Is the Real Helios Story
The loudest number AMD put in front of investors and operators at Advancing AI 2026 was 2.9 exaflops of FP4…
The world quit smoking. It cannot quit controlling pests.
October 20, 2026 Bonus Content: PANW’s Quantum Firewall Bet Is Now a Carrier Play A note from our friends at…