August 21, 2026 The FTC Letter Lands Today. The Data Moat Is the Real Trade. Featured: The FTC Letter Lands Today.…
Baidu’s GPU Cloud Is Up 283%. The Ad Engine Is Still Bleeding.
Q2 2026 shows AI infra surging, but ads keep shrinking.
The $65B Number Is About to Meet an Auditor
Hey there, bargain hunter. The document that settles one of the most consequential accounting disputes in tech history could hit…
WMT Dropped 9% on a Guidance Raise
Tariff refunds made the quarter. The Q3 guide reveals the margin question.
319 Million Shares Down.
August 20, 2026 319 Million Shares Down. Sponsored First a note from Stansberry Research Editor’s Note: See the following from…
The Feedback Loop Bonds Cannot Escape
The $40 trillion headline is almost beside the point. What matters is the arithmetic underneath it, and that arithmetic is…
The Pause Is Not the Deal
Three days, $880 billion in bilateral trade, and a 96-year-old legal weapon nobody has ever fired. Here is what the…
CBRS Puts Are Talking. Here’s What They Say.
August 19, 2026 CBRS Puts Are Talking. Here’s What They Say. With 3-month IV near 99% and a negative skew,…
Five Dividend Fortresses for an Uncertain Market
When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what…
The Feedback Loop Bonds Cannot Escape
August 19, 2026 The Feedback Loop Bonds Cannot Escape BofA’s Hartnett says the debt-service spiral is the real threat, not…