Eli Lilly Is Spending Its Obesity Billions on a Women’s Health Bet
GLP-1 cash flow is funding a new franchise in bone health and endometriosis, while the oral weight-loss pill Foundayo races toward a 2027 global rollout.
Major-Company-Funded Drilling at This Sub-$1 Copper-Gold Explorer
September 12, 2026 Bonus Content: Boston Scientific Pulled Guidance. What You Are Paying For. A note from our friends at…
Lennar’s Big Test Is Wednesday
September 12, 2026 Earnings drop 35%, mortgage rates at 6.76%, and shorts are circling. Here’s what to watch Wednesday. Hey…
Google Is Already Getting Paid. NuScale Is Still Looking for a Customer.
Google’s 22-year Finnish nuclear deal shows who collects revenue in the AI power build-out. It is not the small reactor developers.
Berkshire’s hidden project?
September 11, 2026 Bonus Content: Clorox Just Spent $580 Million on a New Brain. Now the Stock Is Near a…
Microsoft Turned Away Customers for Years. Now It Wants 38 Gigawatts.
The real winners may be the turbine and transformer sellers.
The AI Boom Is About to Hit a Wall
September 11, 2026 Bonus Content: KLA Is Down 40% While Its Backlog Is Up 60% A note from our friends…
Bath & Body Works Is Up for Sale.
September 11, 2026 Here is what this cash-generating brand may be worth near recent lows. Hey there, bargain hunter. An…
Adobe’s New CEO Inherits a 150% AI Growth Engine at a 65% Discount to Peak
Five straight beats and a raised year haven’t moved the stock. What Anil Chakravarthy does next with the freemium bet is what matters.
Why I Flew on a Tiny Helicopter Next to a Potential Nuclear Bomb Target
September 10, 2026 Bonus Content: 5.8 Million Fewer Summer Flyers: Are Airline Stocks Cheap or Just Falling? A note from…