Mounjaro and Zepbound topped $16B in Q3. Is it priced in?
Apple Beat on iPhones. Its Guidance Sold the Stock.
Apple delivered what the quarter asked for. iPhone revenue came in ahead of expectations, services held firm, and gross margin…
Chevron’s Refining Engine Just Did the Heavy Lifting
Chevron posted its third-quarter results this morning, and the number that matters most has nothing to do with crude oil.…
Wall Street’s never seen a war coming
A note from our friends at Behind the Markets(ad) Dear Friend, The stock market could crash 50% next year. And…
Elon Musk’s Six-Word Threat to Every U.S. Bank
October 31, 2026 Bonus Content: CHTR’s 13% Pop Is a Short Squeeze. Here Is the Real Math. A note from…
Why wait 90 days if gold can pay you this Friday?
October 31, 2026 Bonus Content: Twilio Beat Earnings and Still Lost 19%. Here Is the Rule the Market Is Now…
Trump’s Backing Oil. Nvidia’s Powering A.I.
October 31, 2026 Bonus Content: Friday’s Jobs Report Will Decide December’s Fed Move A note from our friends at The…
Gilead and Incyte Surged When the Nasdaq Fell. Take Note.
Biotech and healthcare led the week while software slid. Was it real rotation or just timing?
Marvell Lost $33 a Share on a Deal Nobody Has Signed Yet
The 13% MRVL selloff is less about lasers and more about what the buy side will no longer tolerate at…
Rivian Raised Its Delivery Target. Now the R2 Has to Deliver.
Thursday evening was ugly almost everywhere. Amazon fell after hours on a soft margin outlook. Intel dropped on weak guidance.…