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…
What to do as soon as the clock strikes 9:35AM
October 28, 2026 Bonus Content: The Fed Holds Rates Today. The Statement Is the Whole Trade. A note from our…
Dalio: We’re in a Debt Death Spiral
October 28, 2026 Bonus Content: UK Gilts Above 5.4% Into Healey’s Budget. Here Is the Real Trade. A note from…
Who collects underneath Elon’s $26 billion
October 28, 2026 Bonus Content: Oil Is Pricing a War Date. Here Is What Traders Need to Know. A note…
Your book is inside
October 28, 2026 Bonus Content: Britain Is Borrowing £249.6bn This Year. Banks Are Paying for It. A note from our…
Brent at $115 With a Clock Running: Trading Oil Into Nov. 3
A Wall Street Journal report tied Iran strike risk to Nov. 3, sharpening the war premium and the split between…
Royal Caribbean Beat Estimates for Six Straight Quarters. Today Is the Seventh Test.
RCL reports Q3 before the bell with Wall Street expecting $6.38 per share, but debt maturities and a $3 billion…
Meta Is Selling $35 Billion of Stock This Week.
October 27, 2026 A $95 billion equity program lands days after free cash flow turned negative and hedge funds cut…
What Big Oil buried in 1976
October 27, 2026 Bonus Content: SK Hynix Reports Tonight. A $12 Billion Dividend Decision Comes With It. A note from…