September 9, 2026 Bonus Content: Abbott’s Libre Duo Just Got FDA Clearance. The Stock Hasn’t Noticed. A note from our…
The Defense Story Most Investors Miss
September 9, 2026 Bonus Content: Intel Foundry Hit 1 Million High-NA Wafers. Losses Still $2.1B. A note from our friends…
China Just Mapped a $532 Billion AI Build.
September 9, 2026 Beijing’s 9,800-exaflop target by 2030 China’s Ministry of Industry and Information Technology issued a development plan for…
Expedia and Booking’s Big Drop Is Not About Fuel Costs
September 9, 2026 When travel sells off with no company news, crude is hitting demand next. Sponsored Pilots Use One.…
American Energy Is Powering a Trillion-Dollar Buildout
September 8, 2026 Bonus Content: Home Depot’s Real Growth Engine Isn’t the Housing Market A note from our friends at…
This CEO Knows How to Get a Resource Story Started
September 8, 2026 Bonus Content: P&G Just Raised Its Dividend Through a $1B Cost Headwind A note from our friends…
Melt Up or MELT DOWN?
September 8, 2026 Bonus Content: Shein’s $99 Million Loss Shows Who Pays When Duty-Free Ends A note from our friends…
Toyota Bet Right. Ford and GM Are Now Copying Its Playbook.
September 8, 2026 Hybrid vehicles hit a record 15.4% U.S. share For roughly four years, Wall Street rewarded automakers for…
China’s $806bn Surplus Heads Into the Trump Summit
September 8, 2026 Exports rose 25% in August, chip exports surged 129.8%, and copper imports fell. The overnight number traders…
America Relied on Its Biggest Rival for This Military Metal
September 8, 2026 Bonus Content: UK Gilts Near 6%: The Bond Market Is Writing the Budget A note from our…