Booking and Airbnb Earned Their Premium. Expedia Has to Win It Back.
Morgan Stanley’s new OTA rankings use engagement data, and Expedia’s 0% user growth is a warning sign.
The Ozempic Heir Nobody Is Talking About
September 17, 2026 Novo’s third AI partnership in 2026 matters less for today’s revenue than for what comes after generics…
Free today: My 7-point options checklist
September 17, 2026 Bonus Content: Booking and Airbnb Earned Their Premium. Expedia Has to Win It Back. A note from…
Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.
A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals say is too cheap.
Your Book Is Inside
September 17, 2026 Bonus Content: JPMorgan’s Fee Forecast Exposes a Discount After a Bank Selloff A note from our friends…
Goldman Sachs CEO Speaks at 2pm. So Does the Fed.
David Solomon takes the Barclays stage as the FOMC statement drops, making this the last unscripted read on GS’s deal pipeline before October 13 earnings.
J&J’s Rybrevant Extended Lung Cancer Survival. Can It Carry the Stock?
September 16, 2026 J&J’s Rybrevant Extended Lung Cancer Survival Can It Carry the Stock? Sponsored #1 Pick for Elon’s Hidden…
A councilman backed AI – then 13 bullets hit his front door
September 16, 2026 Bonus Content: Etsy’s AI Bet Is Real. The Consumer Headwind Is Too. A note from our friends…
Manufacturing Slowed and Prices Rose. The Fed Decides Today.
Empire State fell 13 points to 7.6, Japan’s machinery orders dipped again, and a hike is widely expected at 2 PM ET.
Building Doors. Who Has Wall St. Missed?
September 15, 2026 Bonus Content: Centrus Energy’s $500M Offering Exposes a Valuation Gap A note from our friends at i2i…