BANANAS
October 15, 2026 Bonus Content: Merck, AbbVie, and Pfizer All Gained 4% Yesterday. How to Own the Rotation Without Chasing…
Who Actually Controls Starlink? SpaceX Investors Just Found Out
Ukraine’s Starlink limits exposed a risk SPCX and TSLA investors should weigh.
Elon is trying to keep this quiet.
October 15, 2026 Bonus Content: Nvidia Still Leads China’s AI Chip Market. The Gap Is Closing. A note from our…
Galderma Pays $1.5 Billion for the Skincare Brand Doctors Sell
October 14, 2026 The ZO Skin Health deal shows where durable consumer spending is hiding, and which public companies sit…
Goldman CEO Says He Isn’t Going Anywhere
David Solomon used the Q3 earnings call to shut down succession rumors, days after $500 million in executive stock awards.
This corner of the market is producing big winners again
October 14, 2026 Bonus Content: Nvidia Is Pouring $10 Billion Into Europe. What It Says About Demand. A note from…
Netflix Is Down in 2026. Earnings on Oct. 20 Could Change That.
A $3 billion ad business, a new Disney licensing deal, and a stock near its July low set the stage for next week.
AI CEO Issues Code Red: Prepare for Meltdown
October 13, 2026 Bonus Content: The Valve Suppliers Quietly Winning the sCO2 Boom A note from our friends at Paradigm…
Lab Results in 10 Minutes. The Race to Own Desktop Blood Testing.
Microfluidic diagnostics are compressing hospital-grade testing into benchtop devices. The acquisition math already tells you who is winning.
Nvidia Put Real Money Into DOE’s Genesis Mission
October 13, 2026 The $2.4 billion headline obscures a wide gap between firms with large commitments and those offering modest…