Enterprise Software Bills Are Becoming Unpredictable. Here Is Who Profits.
AI agents are snapping the link between headcount and software costs, and vendors shifting to compute consumption are pulling ahead.
Medicare’s GLOBE Rule Could Dent Pharma Dividends. These Names Are Least at Risk.
Two pricing shocks hit branded pharma within 48 hours last week. Section 232 tariffs on patented pharmaceutical imports took effect…
Drone Market Projected to Reach $182B. D.C. Wants America to Lead It.
October 5, 2026 Bonus Content: Deutsche Telekom’s AI Plan Pays You a €1 Dividend to Own T-Mobile US A note…
Tesla Beat Deliveries. Oct. 21 Is About Something Else.
The car numbers topped estimates. Investors will ask about Robotaxi, Optimus, and whether higher capex is working.
Since 2000, Gold Is up 1,395%. The S&P Is up 425%.
October 5, 2026 Bonus Content: WEC Energy’s Nuclear Deal Shows Utilities Can Grow A note from our friends at Bishop…
Five Things to Watch the Week of October 5
Fed minutes, ISM services, and early earnings keep traders busy.
The tiny morning crawl that would have produced $529 before lunch
October 4, 2026 Bonus Content: Apple’s $5.72 Billion Verdict Is a One-Time Number A note from our friends at Media…
Vistra Is Down About 35% From Its High. The PJM Mess Is Why You Buy It Now.
Every month the PJM backstop stays delayed is another month of scarcity pricing for generators already running there.
Why Sam Altman put everything into two tiny companies
October 4, 2026 Bonus Content: The Kospi Has Nearly Doubled. Most Americans Own None. A note from our friends at…
Nvidia Just Hit $5.7 Trillion. Q4 Belongs to a Handful of Stocks.
Friday’s Nasdaq-100 high masked a seven-week breadth slide. Here is where that leaves the trade heading into earnings season.