Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.
Each V3 satellite is designed for 10x the bandwidth. Whether that compounds into a great business depends on numbers set long before liftoff.
The Bond Market Has Voted on AI
September 28, 2026 AI bonds now yield about 37 basis points more than the broad IG market. One of those…
See the #1 Company to Own Before December 8th
September 28, 2026 Bonus Content: Raytheon and Lockheed Have the Orders. Missiles Lag A note from our friends at Behind…
American Airlines Just Added $1 Billion to Its Fuel Bill
Trump’s rejection of Iran’s Hormuz plan erased Friday’s relief rally and puts AAL, UAL, and the sector in the crosshairs into Q3 earnings.
The 44 Year Low Nobody Reported
September 27, 2026 Bonus Content: Food Giants Are Redrawing Their Maps Before the Next Bad Harvest A note from our…
ADARx Opened at $22. It’s Already at $19. Is ADRX Worth Buying Now?
The biotech IPO class of 2026 has held up better than expected. ADARx’s first-week fade puts that promise to the test.
Solidigm’s $150 Billion IPO Is a Confession
The smartest thing SK Hynix did this week had nothing to do with chips. Solidigm held pitch meetings with investment…
Elon Musk’s Frightening Warning Forces Trump’s Hand
A note from our friends at Hartford Gold(ad) Urgent Alert Elon Musk Says AI Can Save America From Bankruptcy But…
Tanker Rates Are at a Record. Trump Rejected the Deal
With the ClarkSea Index at an all-time high and Hormuz still closed, the risk for FRO, DHT, and INSW sits on the diplomatic calendar.
Amazon’s touch-enabled robot points to AI’s next phase
September 26, 2026 Bonus Content: The Off-Price Land Grab Has a New Timetable A note from our friends at The…