Trade this between 9:30 and 10:45 am EST
August 17, 2026 Goldman Warns on Spending. Where’s the Bargain? Featured: Goldman Warns on Spending. Where’s the Bargain? Sponsored Hi Friend,…
IBM Is Building an AI Delivery OS. OpenAI Is the Latest Module.
The model is not the moat. IBM’s Consulting Advantage platform is the real strategic bet, and the OpenAI deal is the clearest sign yet.
UiPath: Cheap, or Just Cheaper?
August 16, 2026 UiPath: Cheap, or Just Cheaper? The market wrote PATH off as legacy software. The numbers say something…
DIS Is Down 41% in Five Years. Accumulation May Be Starting.
A new CEO, a $9 billion buyback, and a P/E far below its own history. The market is still pricing Disney like a media company in decline.
Walmart: Cheap Grocer or Expensive Tech Stock?
August 16, 2026 Walmart: Cheap Grocer or Expensive Tech Stock? Featured – Walmart: Cheap Grocer or Expensive Tech Stock? Sponsored First…
12x leverage, explained simply
August 16, 2026 ROST Near Highs. Now It Has to Prove It. Featured: ROST Near Highs. Now It Has to Prove…
The Dollar Just Broke Down. Q3 Earnings Win.
Today’s retail sales shock dents the September hike case and hands large-cap multinationals an earnings tailwind Wall Street hasn’t fully priced.
Do this before November 3
August 15, 2026 Tungsten’s Chokepoint Is Here Now Featured: Tungsten’s Chokepoint Is Here Now Sponsored Do this before November 3 For…
TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.
Your Wallet vs. the Fed’s Next Move
August 15, 2026 Your Wallet vs. the Fed’s Next Move A 9-3 vote, a 3.4% CPI reading, and a September…