Last week produced one of the more instructive contradictions in commercial aviation. On November 4, Avolon, the Irish aircraft leasing…
Skydance’s $80 Billion Debt Stack Goes on Trial Tonight
The first investor call since swallowing Warner Bros. Discovery will show whether the integration plan can actually service what it…
A $16 trillion secret, sealed in plastic at CIA headquarters
A note from our friends at The Oxford Club(ad) The CIA Accidentally Discovered the Rare Earth MOTHERLODE …And One $5…
Palantir’s $984M Quarter Hides a Bookings Crack
Q3 revenue topped $2.3B, but the contract pipeline looks uneven.
Siemens Energy Owns the Bottleneck That Chips Can’t Solve
The AI trade that investors keep having is about chips. Who makes the best ones, who controls the supply chain,…
This $5 Stock Could Hit $50 by January This “Musk Target” to 10X By January 1st?
November 8, 2026 Bonus Content: CRISPR Therapeutics Faces Its Biggest Test Yet: Common Disease A note from our friends at…
China’s Factory Prices Are Now the World’s Problem
A 5.3% PPI forecast Monday reframes Tuesday’s US inflation report
Lam Research Just Authorized $25 Billion in Buybacks. Here’s Why That Changes the Chip Equipment Trade.
When a company commits $25 billion to buying its own stock on one of the worst days for semiconductors in…
Tesla Is Retiring the Cybertruck. The Factory Floor Shows Musk’s Next Bet.
The Cybertruck is the first vehicle Tesla has ever retired. That fact alone deserves more attention than the obituaries it…
Brent Can’t Stay Down. It Can’t Stay Above $100 Either.
Oil is stuck between diplomacy and mine claims in Hormuz.