AI Investors Should Get Ready for a BIG Surprise
July 25, 2026 A Mag 7 Bargain Hiding in Plain Sight Featured: A Mag 7 Bargain Hiding in Plain Sight Sponsored…
2026
Half a Trillion Gone. Who Got Paid?
July 25, 2026 Half a Trillion Gone. Who Got Paid? Sponsored First a note from Mode Mobile Breaking news. SpaceX…
Robinhood Is Down 38% From Its High. July 29 Forces the Question.
Total platform assets hit $307 billion. The prediction markets bet could be worth $1.7 billion.
Do This Tonight, After Dinner
July 24, 2026 The Market Has Jumped the Shark Featured: The Market Has Jumped the Shark Sponsored Here’s a picture for…
CSX Reports Q2 Tonight. The Freight Recovery Has a New Playbook.
Auto onshoring, intermodal growth, and a ~9% revenue jump are all on the table.
Dimon Say Banks Should Be “Scared S**tless
July 24, 2026 The Tariff Wall Is Back Featured: The Tariff Wall Is Back Sponsored Editor’s Note: JP Morgan’s Jamie Dimon…
Oracle’s $7B Pentagon Deal
July 24, 2026 Oracle’s $7B Pentagon Deal The stock is down big. The contract says otherwise. Featured Article Sponsored First…
NextEra Reports Today. The AI Power Bet Just Got Much Bigger.
A $66.8B Dominion deal puts NEE at the center of America’s AI electricity buildout.
60 Countries. New Tariffs. Now What?
July 23, 2026 60 Countries. New Tariffs. Now What? The market is repricing risk. Patient investors may find opportunity in…
RTX Has a $271B Backlog. Today Is When It Has to Show It.
NATO rearming and the Hormuz war just made defense the most visible trade of Q2.