Linde’s Hydrogen Steel Play Has CBAM Behind It
EU CBAM entered its definitive phase January 1, 2026. Q3 earnings arrive October 29.
Intuitive Surgical Is Down 29% From Its High. The Decade-Long Case Is Not.
Intuitive Surgical does not give investors many easy entry points. Tuesday’s after-hours selloff may be one of the rare exceptions…
Trump’s dollar plan, explained
October 21, 2026 Bonus Content: Jio Platforms Is Subscribed 2.36x. What That Tells Long-Term Investors. A note from our friends…
Ionis Gets Paid Every Time GSK Sells Its New Hepatitis B Drug
With Hibsago now FDA-approved and Ionis collecting 10 to 12% royalties, the smaller company may be the cleaner bet on this breakthrough.
Market icon: “This market has me extremely worried…”
October 20, 2026 Bonus Content: VZ Is Cashing In as Big Tech Seizes the Ocean Floor A note from our…
Seoul Didn’t Trust the Chip Bounce. That Gap Is the Story.
The Philadelphia Semiconductor Index ended an eight-day slide on Oct. 19, but Korea and Japan refused to follow. The reasons matter more than the U.S. rally.
Challenger Shareholders Are Being Asked to Sell at a Discount
A 20% premium feels like a reward. Whether it is fair payment is a different question entirely, and Challenger shareholders…
This Strange $3,499 Handheld Box Will Shock the AI Industry
October 20, 2026 Bonus Content: 3M’s Dividend Is Growing Again. Can PFAS Derail It? A note from our friends at…
Race for American Drone Dominance May Create a New Class of Winners
October 20, 2026 Bonus Content: NiSource Just Locked In 20 Years of Microsoft Revenue. What to Check Before You Buy.…
Homebuilder Stocks Need Starts Above 1.31M to Avoid a New Low
With builder confidence at its worst since June 2012 and Fannie Mae seeing 7.5% in 2027, September housing starts hit at 8:30 ET. Here is what each scenario means for DHI, LEN, BLDR, and HD.