KLAC just did something worth paying attention to
June 17, 2026 KLAC Is At a Decision Point What happens in the first 30 minutes could set the tone…
Category: Newsletters
The bank nobody is talking about just had its best quarter in two years
June 16, 2026 Deep Discount Banking: RBB Bancorp A two-year earnings high, five straight quarters of margin expansion, and still…
SPCE just did something traders will be talking about for a while
June 15, 2026 SPCE Just Had the Kind of Week That Needs an Explanation Five sessions. $3.34 to $8.90. What…
The PPI just hit 6.5% and the Fed has a real problem
June 12, 2026 Wholesale Prices Are Running Hot Again What the May PPI means for rates, gold, and Newmont ($NEM)…
Oracle beat. Then dropped 10%. Here is what nobody is talking about.
June 11, 2026 Oracle Beat Earnings and Still Got Punished The numbers were good. The reaction was worse. Here is…
QCOM just got sold off with the wrong crowd
June 10, 2026 QCOM Got Lumped In. That Might Be the Opportunity. Edge-AI chips, a June 24 catalyst, and a…
Stitch Fix reports tonight and the number that matters is not revenue
June 9, 2026 SFIX Reports Tonight Two signals. One winner. Q3 FY2026 drops after the bell. Two numbers have been…
Smucker raised coffee prices four times this year. Consumers kept buying.
June 8, 2026 Smucker Keeps Raising Prices Four increases in 12 months. Consumers still buying. For now. Folgers went up…
Rivian has a big week ahead and the options market knows it
June 6, 2026 RIVN: One Options Chain, Two Very Different Bets The R2 launch is days away and traders are…
JPMorgan just upgraded CMG
June 5, 2026 Chipotle at a Discount JPMorgan sees a rare buy. The stock is at 4-year lows. Here is…