Palantir Reports Monday. Guidance Is the Whole Game.
Two straight quarters of accelerating growth set a high bar. Only another full-year revenue raise may satisfy this market.
Hedge fund legend gives away his #1 ticker
November 1, 2026 Bonus Content: UPS Raised Its Guidance. Now the Holiday Bill Arrives. A note from our friends at…
Pfizer Yields 6% and Earns Less Than It Pays Out. Cheap or Trapped?
Hey there, bargain hunter. A 6% yield from a household-name drugmaker with a 10-forward P/E sounds like the kind of…
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November 1, 2026 Bonus Content: Airbnb Reports Thursday With No Fuel Bill A note from our friends at Tradewins(ad) Blane…
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November 1, 2026 Bonus Content: ConocoPhillips Has No Refinery to Hide Behind. That’s the Point. A note from our friends…
Datadog’s Consumption Numbers Will Answer Enterprise AI
Datadog’s Nov. 4 report is a clear read on whether AI spend is turning into real, billable activity.
Oil Hits a Six-Month High. The Iran Strike Timing Matters.
U.S. allies are bracing for possible post-election action on Iran. Brent near $118 has airlines under pressure, and energy is the clearest trade in the market right now.
The solution to Nvidia’s tiny dividend
A note from our friends at Investors Alley(ad) Hi, Tim Plaehn here. Nvidia is one of the biggest winners of…
Novo Nordisk Earned $1.02 a Year Ago. Wednesday It Reports $0.73.
Hey there, bargain hunter. A year ago Novo Nordisk was still the undisputed king of the GLP-1 market. This Wednesday,…
December 3: Elon Musk’s NEXT Millionaire Day
October 31, 2026 Bonus Content: Qualcomm Is Down 37% From Its High. Earnings Will Say If It Deserves to Be….