Arb desks price a 70% close. The ticking fee, a March trial, and a CNN divestiture gambit decide this.
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
August 17, 2026 Trump Threatens a Gulf Mediator. Read the Refiner Trade. Brent jumped to about $90.9 on the Oman…
Berkshire Added $17B to Alphabet
August 17, 2026 Berkshire Added $17B to Alphabet Sponsored First a note from Base Camp Trading Hi Friend, Just wanted…
Berkshire Added Big to Alphabet
August 17, 2026 Berkshire Added $17B to Alphabet Sponsored First a note from Base Camp Trading Hi Friend, Just wanted…
DDOG Beat Everything. One Customer Broke It.
A 36% revenue surge, a raised guide, and a 19% selloff, inside the single metric that overrode every headline number.
SanDisk Is Rewriting the Memory Hierarchy
The $93.9B contract floor answered the cycle question. High Bandwidth Flash is the one Wall Street hasn't priced yet.
The Fed Is Not the Bond Market’s Biggest Problem
August 16, 2026 The Fed Is Not the Bond Market’s Biggest Problem Sponsored First a note from Behind the Markets…
WDAY Jumped 21%. The Deal Is Not Done.
Silver Lake’s reported pursuit of Workday is less about one company and more about whether private equity has decided the…
#1 Power Grid Stock Right Now
August 15, 2026 AI Is Filling the Offices It Was Meant to Empty Featured: AI Is Filling the Offices It Was…
Wages Are Losing. The CPI Says 3.4%.
The headline is cooling. The real-wage deficit is where the consumer trade lives.