Microsoft Keeps Getting Sued Over AI. Does It Matter?
September 6, 2026 The copyright cases against OpenAI and Microsoft are growing. Here is how to think about it as…
Seagate Is Up 200% This Year. Q1 Guidance Says It’s Not Over.
Record free cash flow, four straight EPS beats, and AI storage demand collide with a stock about 21% below its 52-week high.
The Real AI Money Is Not in the App
September 6, 2026 Bonus Content: The Russell 2000 Is Up 20% This Year. Here Is What It Means A note…
Goldman Picked Five Stocks to Buy. AECOM Needs No Shopper.
With consumer discretionary the lone losing sector of 2026, the infrastructure engineer stands apart from Goldman’s dip list.
What Musk’s recent post may signal about his next major market move
September 6, 2026 Bonus Content: Pharma Pricing Now Covers 89% of the Market. Here Is What It Means for Your…
Nike Hit a 12-Year Low. October 1 Is What the Stock Needs.
Running is growing fast, China is still a problem, and Q1 fiscal 2027 earnings are the first test of whether CEO Elliott Hill’s turnaround is landing.
Out of 23,281 Stocks… This is the ONLY One
September 5, 2026 Out of 23,281 Companies… This is the ONLY One Bonus Content: EWZ Is Up About 20% This…
Homebuilders Face a Rate Wall Before the Fed Decides
Construction spending at a three-year low, mortgage rates at a 2026 high, and BLDR getting kicked out of the S&P 500: the short case is building itself.
Turns Out the Winners Weren’t the Stocks You Were Watching Anyway
September 4, 2026 Bonus Content: Fervo Energy Jumped 28% on the Google Deal. The Cash Flows Are Still Two Years…
Shell’s $13.9 Billion Canada Bet: 370,000 boe/d and Dividends
September 4, 2026 ARC Resources is now on Shell’s balance sheet Shell does not do things small. On September 2,…