Nvidia Promises to Double Chip Sales. Can Supply Keep Up?
Jensen Huang’s unit-volume forecast puts 2027 on the line. The real question is whether TSMC’s packaging lines and memory suppliers can physically deliver it.
Year: 2026
Trump Backs Sam Altman’s Hidden Project: “Medical AI”
September 20, 2026 Bonus Content: Three Dividend Stocks Built for a Divided Washington A note from our friends at MarketWise(ad)…
Micron Reports in 11 Days. The Stock Is Down 19% From Its High.
Options are pricing about an 11% move. Here is what the numbers require and how traders should frame risk.
Why Delta Survives a Fuel Shock That Could Break American
September 19, 2026 A $1 billion Q4 fuel overrun at American shows why unhedged airlines are the wrong place to…
Elon Musk’s 27-year plan to rebuild the dollar’s architecture is moving forward
September 19, 2026 Bonus Content: Costco’s Membership Engine Is the Real Reason to Own It A note from our friends…
Six Stocks Face Unusual Volume Monday as S&P 500 Changes
Bloom Energy, Illumina and Everpure join; Molson Coors, Trade Desk and Builders FirstSource drop out before the Sept. 21 open.
The only U.S. nickel mine they can’t ignore
September 19, 2026 Bonus Content: Wall Street’s Rosiest View of Europe Since 2018 A note from our friends at The…
Target’s $30B Owned Brands Have a Margin Problem
Same-day delivery is winning shoppers back. Turning that traffic into profit is the harder job.
The AI Confession Nvidia Investors Should Read
September 18, 2026 When the company building the technology admits its models evade oversight, the corporate buyers writing the checks…
Are you getting ready to head out for the weekend?
September 18, 2026 Bonus Content: Mortgage Rates Hit 6.95%. Here Is What It Costs a Buyer. A note from our…