July 29, 2026 SOFI Beat. The Stock Still Fell. Featured: SOFI Beat. The Stock Still Fell. Sponsored Dear Reader, Do you…
MSFT: Prove AI pays
July 29, 2026 Microsoft: Show Me the AI Payoff Earnings tonight can reset expectations for Azure and capex. Sponsored First…
Coinbase Is Building a New Company. The Market Sees an Old One.
A UK investment-services license, a quantum security push, and Q2 earnings on July 30 all land in the same week.
Three Tariff Waves Hit at Once. Most Importers Are Only Watching One.
A new trade architecture just went live. The second wave is still coming.
X Money Launch: The Trade Map
July 28, 2026 X Money Launch: The Trade Map Visa is the cleanest read-through. PayPal and Block are the pressure…
What Congress Saw Behind Closed Doors
July 28, 2026 Corning Beats Estimates. Then Drops 15%. Featured: Corning Beats Estimates. Then Drops 15%. Sponsored Dear Friend, In May,…
Ford Reports Tonight. Guidance Is Everything.
July 28, 2026 Ford Reports Tonight. Guidance Is Everything. GM set the bar. Now the market wants to know if…
SoFi Is Down 37% This Year. The Business Never Stopped Growing.
Ten straight profitable quarters, 14.7 million members, and a stablecoin nobody saw coming.
Snowflake Is Up 127% From Its 52-Week Low. August 26 Is the Next Test.
A $6B AWS deal, 34% product revenue growth, and a real AI inflection collide at Q2 FY2027 earnings.
Your instincts are right
July 27, 2026 The Fed Meets Tuesday. Nothing Is Settled. Featured: The Fed Meets Tuesday. Nothing Is Settled. Sponsored Dear Friend,…