Freddie Mac’s New Survey Confirms Mortgages Are 7.28%
The 10-year Treasury’s surge to a 2002 high has landed on homebuyers, and the transmission is still accelerating.
The context behind Cohn’s comment
October 7, 2026 Bonus Content: At JFK, Warehouse Rents Just Broke $30. There Is Nowhere...
Ciena’s $8.5 Billion Backlog Makes the 150% Run Look Earned
Three straight sessions of gains, record results, and AI-driven demand that competitors cannot fully replicate, but the valuation demands respect.
I Almost Didn’t Send This Email…
October 7, 2026 Bonus Content: Nebius Jumped 9% on an AI Deal. Its COO Sold...
I Almost Didn’t Send This Email…
October 7, 2026 Bonus Content: Nebius Jumped 9% on an AI Deal. Its COO Sold...
Google Just Told Wall Street What Nuclear Is Worth
A 20-year, 890MW deal with Constellation reframes CEG, Vistra, and Talen as core AI infrastructure holdings, not yield-chasing utilities.
China Moving APEC Talks Online Warns of January Tariff Risk
Beijing’s push to hold the Shenzhen ministerial meeting virtually signals fraying diplomacy that investors in FXI and KWEB cannot afford…
DraftKings Is Down 54% Over 12 Months. BofA Sees $800M in New Revenue.
Bank of America upgraded DraftKings to Buy Monday, saying prediction markets could add to the sportsbook, not replace it.
Trump’s AI Plan Was Hiding in Plain Sight
A note from our friends at MarketWise(ad) Editor’s Note: Our friend Louis Navellier has been...
The iPhone Duo Yield Problem Points to One Stock
Amphenol supplies the hinge holding up production. Its earnings report is expected five days after the foldable iPhone goes on…