A 92% renewal rate and growing cash make COST’s Sept. 24 earnings more interesting than a straight revenue beat.
Monday Mornings Just Got Interesting
A note from our friends at Stocks to Trade(ad) You won’t believe what I’ve been seeing almost every Monday at…
Did Elon Musk Just Open America’s Last Retirement Window?
September 19, 2026 Bonus Content: China Stocks Priced In a Summit Beijing Has Not Confirmed A note from our friends…
Apollo’s $20B DePuy Synthes Bid Tests Big PE Buyouts
Whether Apollo can finance a deal this large at today’s rates could say more about J&J’s breakup value than the…
Tonight or Never
September 18, 2026 Bonus Content: CrowdStrike’s Supply Chain Bet Is the Real Endpoint Story A note from our friends at…
Boston Scientific’s Biggest Quarter in Years
September 18, 2026 A cyberattack, EP share losses, and a $14.5B acquisition have reset every assumption traders had about Boston…
The Single-Most Profitable and Undervalued Company in the Entire Market
September 18, 2026 Bonus Content: Palantir’s $13.1B Backlog Is the Number Wall Street Is Missing A note from our friends…
America’s largest debt holder spikes rates
September 18, 2026 Two dissenting BoJ votes and a 275-basis-point gap versus the Fed explain why a hike sent the…
The Marvel Playbook Created 350B+ in Franchise Value
September 18, 2026 Bonus Content: Workday Jumps 6% as Reported Buyout Financing Progresses A note from our friends at Skybound_DM(ad)…
5 Minutes. 4 Questions. Every Trade.
September 18, 2026 Bonus Content: Oil Has Dropped Three Days Straight. Tuesday’s Gulf Summit Could Reverse That Fast. A note…