Jabil Has $13.6 Billion in AI Revenue This Year. The Market Hasn’t Priced It.
Jabil reports September 30, and its FY2027 guidance may matter more than the quarter itself.
Insights into KB Homes Earnings
September 18, 2026 Completions down 27% and pending sales 30% below pre-pandemic norms The debate about whether the housing market…
19 Factories. One AI Brain. One Hidden Stock.
September 18, 2026 Bonus Content: iPhone 18 Pro Is Easy to Buy Today. That Changes the December Quarter Math. A…
India’s Biggest Exchange Is Finally Open to Investors
NSE collects a toll on nearly every trade in India. At ₹4.42 lakh crore, is that franchise worth owning for twenty years?
The S&P 500 Has 4.6% of Upside Left. That Changes How Much Risk You Should Carry.
Yardeni’s cut to 7,900, the Fed’s rate hike, and sovereign fund warnings have compressed the reward side of the trade, leaving less room for error.
What a Senate Flip Means for Your Portfolio
September 17, 2026 Prediction markets now favor Democrats. Here is what that probability is worth to sector allocators. Prediction markets…
Anthropic Is Writing Rules Its Rivals Must Live By
As Microsoft’s AI chief targets Anthropic, safety doctrine is turning into a competitive weapon in frontier AI.
I’m Shouting ‘Buy Now’ Before This Soars
September 17, 2026 Bonus Content: The EU’s Canada Gambit Put European Stocks at Risk A note from our friends at…
Revvity Hits a 52-Week High as Healthcare Stocks Slide
At Baird’s conference, Revvity backed its H2 backlog conversion story.
Bessent Told Congress He’s Buying Long Bonds. The Market Isn’t Convinced.
September 16, 2026 Bessent Told Congress He’s Buying Long Bonds That tension is now central for fixed income investors. Sponsored…