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…
Category: Newsletters
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…
Broadcom beat. The market sold it anyway.
June 4, 2026 Broadcom Beat. The Market Sold It Anyway. What the AI guidance selloff means for SMCI today Hey…
MRVL: When Nvidia Talks, Markets Move
June 3, 2026 MRVL: When Nvidia Talks, Markets Move What a 32% single-session surge actually means for AI infrastructure Sponsored…
Qualcomm dropped 7% and nobody missed earnings
June 2, 2026 Qualcomm Dropped 7% and Nobody Missed Earnings What the RTX Spark announcement actually means for QCOM investors…
Marc Lichtenfeld just exposed something
June 1, 2026 Marc Lichtenfeld Exposed Something Sponsored Dear Reader, Let me show you some napkin math that’ll make your…
Nvidia just made robots feel closer
June 1, 2026 Nvidia is trying to become the default robot platform June 1, 2026: big quarter, and a very…
Blue Owl sits in the middle of the $2T private credit surge
May 31, 2026 Private Credit Is Going Public Blue Owl is a loud signal inside a quiet corner of finance…
AI needs buildings, not just chips
May 30, 2026 AI needs buildings, not just chips Why Comfort Systems (FIX) keeps getting pulled along by data center…