Most investors still think of Rocket Lab as a launch company. The Q3 2026 results filed November 9 suggest that…
Caterpillar’s $3.4 Billion Order Is Proof AI Is Rewriting It
Anthropic’s record generator purchase shows what AI labs will pay to skip a six-year wait, and what that means for…
The exact moment a financial hiccup becomes a full-blown crisis
A note from our friends at Weiss Ratings(ad) Dear Reader, A financial crisis usually doesn’t begin with one company defaulting…
Pfizer Beat by 19%. The Patent Cliff Is Still Coming.
Four straight beats and raised guidance. But about $17B expires by 2030.
Boeing’s Backlog Is at $612 Billion. Avolon Just Made It Bigger.
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…