On Holding Beat Q3. Now Comes the Real Question.
With Nike shrinking and HOKA slowing, On's 17% constant-currency growth makes it the only large athletic brand still taking share.
The Trade Desk Fell 73%. Now It Has Its Biggest Revenue Beat in Years.
An $85 million revenue surprise and 95% retention are forcing shorts to rethink 2026’s most punished ad-tech stock.
150 years ago, they built a secret Europe…
A note from our friends at The Agora Companies(ad) Back in the 1860s, settlers from...
Nvidia’s Most Crowded Trade Has a New Risk Nobody Priced
An independent investigation into Jensen Huang lands nine days before Q3 earnings, forcing institutional investors to price key-person risk.
Bitcoin Is Below $75,000 and Falling Alone This Time
Asian equities bounced overnight. Bitcoin did not follow.
Circle November 11 on your calendar
A note from our friends at Brownstone Research(ad) Dear Reader, My name is Jeff Brown,...
XPLR Infrastructure Just Reported Q3. The Old NEP Playbook Is Gone.
With the distribution suspended, the ticker changed, and Q3 earnings out, traders need a new framework for sizing this clean…
AI stocks lost $153 billion EACH HOUR… what’s next?
November 8, 2026 Bonus Content: Sea Limited Has Been Cut in Half. Its $148 Average...
Nu Holdings’ Loan Book Is What Thursday’s Report Is Really About
With MELI punished 12% for margin compression last week, Nu's credit quality numbers will decide whether LatAm growth stocks can…
The VIX Jumped 70% in 48 Hours. Read It Right.
Post-election volatility ran from 16.61 to 28.18. Here is what that range tells active traders about where risk actually sits.