Software Stocks Hit 2026 Highs While the Rest of the Market Sells Off
The rotation out of chips and into enterprise software is accelerating — here is how to trade it while yields weigh on everything else.
October 26: The Clock Is Running on Your Chance to Speak
October 7, 2026 Bonus Content: Tokenized Luxury Investments Can Lock You Out When You Need Out Most A note from…
Trump’s Dyed-Diesel Order Saves $60 a Tank
October 7, 2026 It defers the federal diesel tax through Dec. 31, but it cannot fix supply. President Trump signed…
Ciena’s $8.5 Billion Backlog Makes the 150% Run Look Earned
Three straight sessions of gains, record results, and AI-driven demand that competitors cannot fully replicate, but the valuation demands respect.
The best part of trading starts at 9:30am EST
October 7, 2026 Bonus Content: Cheaper Reinsurance in 2027 Could Lift Home and Auto Insurer Stocks A note from our…
Trump Opens Farm Diesel to Highway Use. Here’s What It Means for Refiners and Truckers.
The executive order defers the 24.4-cent federal excise tax through December 31, but the fine print limits how much prices will actually move.
Insurance Claims Adjusters Are Disappearing. One Stock Gains.
CCC Intelligent Solutions is turning computer vision into a $1.16B run-rate business as junior adjuster postings fall about 50%.
The FTC Is Investigating Anthropic. Its IPO Roadshow Starts in Five Weeks.
The timing could not be more awkward. Anthropic’s bankers are planning to kick off the company’s IPO roadshow as early…
Elon will prove them wrong again
October 6, 2026 Bonus Content: S&P 500 Earnings Are About to Test the Rally Beyond Tech A note from our…
BlackRock Is in Talks to Join OpenAI’s $30B Round
Bloomberg says BlackRock may back OpenAI with Abu Dhabi’s MGX