Cerebras Fell 20% on Real News, Then Bounced 9% on a Compliment
Last week, Cerebras got hit twice at once. Research firm SemiAnalysis posted on X that...
You Won’t Believe What I See on Monday at 9:30
A note from our friends at Stocks to Trade(ad) You won’t believe what I’ve been...
The €5 Billion Elevator Business Every Industrial Giant Wants
Kone’s planned sale of most of TK Elevator’s European business shows why the service book, not the machinery, is the…
Trump defended it. Palantir is upgrading it.
October 6, 2026 Bonus Content: S&P 500 Earnings Just Hit the Highest Bar in Two...
Agile Group Jumps 10% as $5.18bn Creditor Deal Comes Into View
A steering committee controlling 61.5% of the syndicated loan has agreed on terms. Mainland investors won't see the move until…
Brazil’s 10% EWZ Gap Open Had a Head Start
The headline looks electric: EWZ, the US-listed iShares MSCI Brazil ETF, jumped roughly 10% in...
Building Doors. Who Has Wall St. Missed?
October 5, 2026 Bonus Content: Aramco Burns Near Riyadh. Oil Falls Anyway. A note from...
TSMC’s Texas Gambit Could Remake Its Business Model
A single-customer fab for Tesla, SpaceX and xAI would be new.
Since 2000, Gold Is up 1,395%. The S&P Is up 425%.
October 5, 2026 Bonus Content: France Now Borrows More Expensively Than Italy. Your S&P Futures...
The Services Prices Number Monday Will Tell You More Than 77.9 Ever Could
Friday’s September payrolls number was supposed to settle things. It didn’t. It just changed which...