Target’s $30B Owned Brands Have a Margin Problem
Same-day delivery is winning shoppers back. Turning that traffic into profit is the harder job.
The AI Confession Nvidia Investors Should Read
September 18, 2026 When the company building the technology admits its models evade oversight, the corporate buyers writing the checks…
Are you getting ready to head out for the weekend?
September 18, 2026 Bonus Content: Mortgage Rates Hit 6.95%. Here Is What It Costs a Buyer. A note from our…
The Marvel Playbook Created 350B+ in Franchise Value
September 18, 2026 Bonus Content: Gold and Silver Bounced After the Fed Hiked. How Much Should You Own Right Now?…
Generac’s $8 Billion Amazon Deal Changes the Story
A contract that turns a storm-driven stock into a data center supplier deserves more attention than the initial move suggests.
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…