Astrobotic is gone. The lunar logistics play for Amazon now runs through a public company trading at a fraction of…
Amazon Reports Tonight. What It Must Prove After Alphabet’s 10% Wipeout.
October 29, 2026 With about $220 billion of 2026 capex and AWS growth as the lone defense, AMZN heads into…
Micro coins: knowing when to sell matters most
October 29, 2026 Bonus Content: Alphabet Is Down 10%. The Search Miss Is What Traders Are Selling. A note from…
when did you last pay for pest control?
October 29, 2026 Bonus Content: Unity’s Industrial AI Turn Is What Microsoft Needs A note from our friends at Med-X…
The early AI winners were obvious in hindsight
October 29, 2026 Bonus Content: Inflation Is Rising Again. The Fed Is Already Split. A note from our friends at…
Funds and 30,000+ investors back RAD Intel
October 29, 2026 Bonus Content: Amazon Reports Tonight. What It Must Prove After Alphabet’s 10% Wipeout. A note from our…
Fortinet Fell Over 25% on a Beat. Cybersecurity’s Valuation Problem Is Now Everyone’s Problem.
FTNT’s after-hours collapse signals sympathy pressure on CrowdStrike and Zscaler at Thursday’s open.
Vertiv Is Down About 48% From Its High. Today’s Numbers Have to Explain Why.
Four straight earnings beats, a record losing streak, and a $1.45 billion acquisition closed yesterday. Q3 results before the open…
AMD Could Win AMBA. NXP and Qualcomm Are in the Way.
October 28, 2026 Reports say Ambarella is in a late-stage auction. AMD is not listed. Ambarella is no longer quietly…
Will Palo Alto Buy Zscaler?
October 28, 2026 With CyberArk closed and SASE heading toward $39B by 2031, PANW has a gap only one company…