Market Snapshot SMCI was around $30 in the most recently available regular-session data (the November 4, 2026 close was about…
Micron Fell 14%. Its Next Quarter Guides to $61.5 Billion.
A forward P/E near 5x on a company with 81% gross margins is not a warning sign. It is a…
Marc Chakin’s Critical AI Warning
November 5, 2026 Bonus Content: Enphase Can’t Cut Its Way Out of This A note from our friends at MarketWise(ad)…
Major Banks Brace for Rapid Selloff
November 5, 2026 Bonus Content: Brent Lost $24 in Four Days. Here Is Who Won and Who Is Bleeding. A…
Qualcomm’s Automotive and Data Center Business Is Growing Fast. The Stock Just Got Cheaper.
A record $2 billion auto quarter, 89% year-over-year growth, and a data center ramp to $15 billion by 2029 —…
Target years worth of trading gains in mere days?
November 5, 2026 Bonus Content: Duke Energy Reports Today. Data Centers Are Now Political. A note from our friends at…
Ominous New Day in America (Get Ready for it)
November 5, 2026 Bonus Content: Microchip’s Q2 Report Tonight: What the Channel Inventory Number Actually Decides A note from our…
Figma’s IPO Made It a $68B Company. Now It’s $11B.
With Q3 earnings due tonight and Anthropic preparing to list near $2T, Figma’s collapse from debut-day euphoria is a lesson…
Boeing’s Wing Problem Is What’s Really Grounding the 737
November 4, 2026 A bottleneck in Renton is why 500 deliveries won’t happen in 2026, and why the next ramp…
Bitcoin Faces Two Years Without a Legislative Lifeline
November 4, 2026 Warren takes the Senate Banking gavel and the CLARITY Act dies Bitcoin hit $75,711 overnight before clawing…