October 9, 2026 An NIH cancer-vaccine partnership is the newest catalyst, but Wall Street’s targets still lag the stock. Moderna…
JPMorgan, Goldman Sachs, Wells Fargo and Citigroup open Q3 earnings season
October 9, 2026 Four Banks Report Tuesday. Here Is What the Market Needs. Friday ended better than it started. U.S.…
Private Credit’s $1.4 Trillion Market Has a Loan Problem
Rivals are circling distressed BDCs, but the bigger question is what happens when 2021-era loans mature into a 5%-plus rate…
U.S. Is Building a New Arsenal. This Name Can Help Power It.
October 9, 2026 Bonus Content: The Firms Locking Up 20-Year Water Contracts Before Droughts Get Worse A note from our…
You Won’t Believe What I See on Monday at 9:30
October 9, 2026 Bonus Content: Hurricane Isaias Nears Landfall Tonight. What to Do With Energy and Insurer Stocks Before the…
Alphabet Is Collecting AI Revenue as Rivals Still Project It
Google’s universal Gemini agent lands in paying enterprises
“Watch out for the Anthropic IPO”
October 9, 2026 Bonus Content: Consumer Confidence Is 2.8 Points From Its Record Low. The Number to Watch Is Not…
Major Banks Brace for Rapid Selloff
October 9, 2026 Bonus Content: Goldman Sachs Hands 20 Executives $500M in Stock Days Before Earnings A note from our…
This Auto Supplier Just Crashed 19% and It’s Not Alone
October 8, 2026 The French parts maker cut 2026 targets and plans 770 European job cuts, and the damage is…
Constellation Energy Is Down About 14% This Year. Google Changed the Math.
A 20-year, 890-megawatt nuclear deal with Alphabet brings $4.3B of upgrades and long-term contracted revenue.