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…
Elon Musk’s 4th Wealth Window Set to Open by October 30
October 20, 2026 Bonus Content: Builder Confidence Hit a 14-Year Low. September Starts Are the Verdict. A note from our…
D.C. Wants Experienced Drone Makers. This One Has 25 Years Behind It.
October 20, 2026 Bonus Content: Samsung and SK Hynix Face a Price War They May Be Losing A note from…
America Wants Drones. D.C. Is Opening Doors. Who Has Wall St. Missed?
October 20, 2026 Bonus Content: Trump Waived the Russia Tariffs He Signed. What It Means for Oil and Defence Shares.…
Silence Therapeutics Just Showed What a Western RNA Platform Is Worth
Beijing moved to wall off Chinese siRNA platforms as Merck KGaA paid a 130% premium for a London-listed one
CVX Has a Methane Problem It Can Sell
Chevron reports Q3 results before the bell on October 30. Analysts expect earnings of about $4.7 to $4.9 per share,…
Abbott Reports Wednesday. The Diagnostics Moat Matters.
Abbott Laboratories reports third-quarter 2026 results before the open Wednesday, October 21. Wall Street is looking for about $1.42 in…
A $206 billion industry may be approaching its tobacco moment
October 19, 2026 Bonus Content: HON’s Hidden sCO2 Valve Position Reports Thursday A note from our friends at Med-X Inc(ad)…