Carvana’s Unit Growth Story Meets Its Hardest Rate Test Yet
Tonight’s Q3 report lands with the 10-year near 5%, mortgage rates around 7.3%, and per-vehicle profit under pressure.
October 2026
Corning Beats Estimates While Its Stock Price Falls
With the $20 billion run-rate goal in sight and three straight selloffs, Q3 tests whether optical growth can justify a premium multiple.
Porsche Sells Fewer Cars and Calls It a Strategy. Is It Working?
Hey there, bargain hunter. Porsche just handed you the first clean quarterly read on CEO Michael Leiters’ turnaround plan, and…
Micron Is Locking In Memory Buyers Through 2031. That Changes What the Stock Is Worth.
Long-term contracts backed by $150 billion in committed revenue are quietly converting the most cyclical chip business in the world into something that looks permanent.
Wall Street is starting to notice this…
October 26, 2026 Bonus Content: UPS Costs Are Rising. Crewless Coastal Tugs Could Fix That. A note from our friends…
The Trade Setup To Look for Before 10AM
October 26, 2026 Bonus Content: PayPal Is Trading at 10 Times Earnings. Cheap or Correct? A note from our friends…
Black Sea Is Deadlier Than Hormuz in 2026. Markets Lag.
War-risk cover can reach 15% of hull value, and grain flows are still tightening.
Marc Chaikin’s #1 AI Stock for 2027
October 26, 2026 Bonus Content: Novartis’s MS Pill Missed the Bar. Is It a Buy? A note from our friends…
Stellantis Is the Cheapest Car Stock in the Room
October 26, 2026 Flat Q3 volumes, a 50% U.S. tariff on select Canadian goods, and a stock near ten-year lows…
Brazil Hands Lula a Fourth Term. Latin America Votes This Week.
Prediction markets had put Bolsonaro’s odds near 80%. Chile and Colombia set rates and Mexico reports GDP.