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Day: August 23, 2026

IBTA’s 48% Surge Deserved a Closer Look
Newsletters

IBTA’s 48% Surge Deserved a Closer Look

Analyst Targets Needham: Buy, $45 price target Evercore ISI: In-Line, $42 price target (raised from $40 post-Q2) Goldman Sachs: Sell,…

August 23, 2026
PLTR Grew 93%. The Multiple Is Still the Fight.
Newsletters

PLTR Grew 93%. The Multiple Is Still the Fight.

Hey there, bargain hunter. The quarter was not ambiguous. Palantir reported $1.935 billion in Q2 2026 revenue, up 93% year…

August 23, 2026
The Network Layer Is Now the Hottest Trade in AI
Newsletters

The Network Layer Is Now the Hottest Trade in AI

The Layer Nobody Is Watching Is Running the Table The S&P 500 closed Friday at 7,674, up 0.43% on the…

August 23, 2026
Safe Assets Are Not What They Used to Be
Business

Safe Assets Are Not What They Used to Be

T-bills still pay. Long Treasuries are bleeding. The $7.93 trillion parked in money markets is sitting on a reinvestment clock nobody is watching closely enough.

August 23, 2026

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Recent Posts

  • IBTA’s 48% Surge Deserved a Closer Look
  • PLTR Grew 93%. The Multiple Is Still the Fight.
  • The Network Layer Is Now the Hottest Trade in AI
  • Safe Assets Are Not What They Used to Be
  • The $40T Signal Gold Is Reading Correctly
  • ISRG Beat by Nearly 12%. The Stock Is Down About 42% From Its High.
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