The Chip Crash Nobody Saw Coming
July 17, 2026 The Chip Crash Nobody Saw Coming When fear outruns the fundamentals, patient investors take notes. Sponsored AI…
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July 17, 2026 Dell: Bargain or Margin Trap? A great business can still be a bad price. Here is where…
UNH Just Beat by 30%. The Managed Care Recovery Is Real.
July 16, 2026 UNH Just Beat by 30%. The Managed Care Recovery Is Real. Operating earnings jumped about 55% and…
UNH Just Beat by 30%. The Managed Care Recovery Is Real.
July 16, 2026 UNH Just Beat by 30%. The Managed Care Recovery Is Real. Operating earnings jumped about 55% and…
The World Cup Injury No One’s Talking About
July 16, 2026 The Market Is Wrong About Cigna A beaten-down health giant keeps beating estimates. So why is nobody…
Did Elon Musk Just Open America’s Last Retirement Window?
July 15, 2026 Did Elon Musk Just Open America’s Last Retirement Window? Sponsored Editor’s Note: Jeff Brown and Marc Chaikin,…
Apple Reports July 30. Cook’s Last Call.
July 15, 2026 Apple Reports July 30. Cook’s Last Call. The business is in strong shape. The transition is what…
Novo Nordisk: Quality at a Discount
July 14, 2026 Novo Nordisk: Quality at a Discount The market has punished a franchise that is still growing. Hey…
Wall Street Just Gave Mode’s Thesis a Boost
July 14, 2026 Meta Is Building Its Own Chips. Q2 Earnings Land July 29. Sponsored A message from Mode Mobile…
The $85B Company Nobody Wants
July 13, 2026 The $85B Company Nobody Wants Comcast’s valuation has collapsed. The business hasn’t. Here’s a question worth sitting…