Fabrinet Surged 15% Tuesday. Marvell-Lumentum Adds a Tailwind.
Fabrinet’s blowout Q1 and raised outlook arrive as Marvell’s $115B Lumentum deal reshapes optics supply.
Major Banks Brace for Rapid Selloff
November 3, 2026 Bonus Content: ASML’s 2030 Target Is Already Obsolete A note from our friends at Priority Gold_SS(ad) If…
Apollo Is Pricing Private Credit Daily. Rivals Are Gating.
In the worst private credit environment since 2009, Apollo’s transparency push is becoming its sharpest competitive weapon.
Block Reports Tonight. How Much of Your Return Depends on Bitcoin?
Block (XYZ) reports after the close today, and the headline numbers look strong on paper. Wall Street expects a more…
Paul Tudor Jones: Oil could jump another $25
November 3, 2026 Bonus Content: Bayer’s Debt Is Finally Shrinking. What It Means for Investors. A note from our friends…
Your Name on Every Digital Dollar You Buy
November 3, 2026 Bonus Content: Keurig Dr Pepper Split: Which Company Do You Want to Own? A note from our…
ISM at 55.5 and $800B in Q1 Borrowing Put the 2-Year in Focus
Monday’s data raises the bar for holding steady into Friday’s payrolls.
Marriott’s Fee Model Is the Real Test in a Regional Collapse
Marriott International dropped its Q3 2026 results before the opening bell this morning, and the numbers land inside one of…
What Each of Today’s Three US Reports Does to Yields
ISM at 10am, the Fed’s lending survey at 2pm, and Treasury at 3pm land as December hike odds slip to about 70%.
What Big Oil buried in 1976
November 2, 2026 Bonus Content: Estée Lauder’s Margins Just Proved the Turnaround A note from our friends at Behind the…