Eaton Is the AI Trade Nobody Calls AI
Record Q2 sales, a Trane partnership, and a 307 GW data center backlog that compounds quietly.
AI Companion or Contract Timing: Zoom’s Enterprise Pop
Enterprise revenue grew 7.8%, cash flow guidance rose, and $1.3B of buybacks remain. The question is what deserves the credit.
Copy the Shape, Not the Name
August 26, 2026 Trump’s June filing reveals a defensive-compounder basket plus a bond rotation: a portfolio structure worth studying regardless…
Two Forces, One Level: Trading DXY Around 99 Into Warsh Friday
Iran sanctions push the dollar up; the Treasury buyback pulls it down. Neither is winning, and that sets the trade.
What Nasdaq Multiples Don’t Price In
Taiwan’s record $35 billion defense budget puts a price on tail risk. The question is whether chip stocks reflect any of it.
Apple’s AI Desktop Bet
August 25, 2026 Apple’s AI Desktop Bet New Mac Mini and Mac Studio signal where Apple sees the next hardware…
The Refinery Is the Moat in Rare Earths
Separation is where the 20-year franchise is built.
Gilead’s One-Molecule Bet
Thursday’s FDA decision on bictegravir plus lenacapavir will test how much of Gilead’s future depends on a single capsid inhibitor.
The AI Chip Play Behind the Google Deal
August 24, 2026 Marvell’s Quiet Growth Engine The Google deal dominates the headlines. The wealth opportunity is in what powers…
SPCX Is Down Today. November Is the Real Test.
Today’s unlock is small. November’s 1.3B-share Q3 tranche is the stress test that matters.