Amazon Reports Oct. 29. AWS Is the Only Number That Matters.
AWS hit an 18-quarter growth high in Q2. Investors want 43-45% for Q3, well above the 38% consensus.
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PepsiCo Reports Today at a 16x Multiple
The stock is down about 10% in 2026. North America is the focus.
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…