AZURE-1 topline results hit at 8:30 a.m. ET today, making MIRM a clean binary event
ServiceNow’s HR Agents Are Printing Cash
September 28, 2026 AI ACV crossed $1 billion in Q2 2026 Enterprise software is mid-rotation. The specific tools gutting back-office…
Trump Rejected Iran’s Hormuz Deal
September 28, 2026 Friday’s peace trade is unwinding fast Friday felt like a turning point. Oil slid, equities rallied, and…
How to Master the Retirement Trade
September 28, 2026 Bonus Content: America’s $1B Fuel Hit Just Got Worse. Here’s What Traders Need to Know. A note…
The best part of trading starts at 9:30am EST
September 28, 2026 Bonus Content: China Cut Tariffs on 1,619 US Farm Products. Soybeans Aren’t One of Them. A note…
Micron Has Beaten Every Quarter This Cycle. It Fell Twice Anyway.
Wednesday night’s report is the clearest defined-risk catalyst of the week, and what you pay for the move matters more…
The Debt Crossed $40 Trillion
September 27, 2026 Bonus Content: City Grid Sensors Are Printing Contracts. The Stocks Are Still Micro-Cap. A note from our…
One Bad Year Is All It Takes. See the $40 Trillion Problem Today.
September 27, 2026 Bonus Content: Data Centers Are Building Power Plants. Permits Are the Bottleneck. A note from our friends…
India Is Back on the Tightening Map. What That Means for INDA and Indian Banks.
With the RBI’s Oct. 5-7 meeting in focus, India bulls may need a rethink.
Zero Trust Is Now a Budget Line That Cannot Be Cut
Corporate IT budgets get squeezed every cycle. Zero trust does not. The distinction matters for traders sizing positions in cybersecurity…