Kodiak Sciences Proved Its Eye Drug Works. Now the Question Is Dosing.
With 54% of Zenkuda patients at six-month dosing and a Q4 BLA plan, the stock surge may be the start,…
What If the Gold & Silver Run Isn’t Done?
September 29, 2026 Bonus Content: Factories Are Listening for Failure Before It Happens A note...
Coinbase and Circle Now Answer to 50 State Cops, Not One Federal Law
With the CLARITY Act dead and agency rules reversible by any future administration, crypto exchange stocks carry a legal liability…
Raytheon and Lockheed Have the Orders. Missiles Lag
Monster contracts and record backlogs look different when deliveries stretch into 2029 and 2030.
The Cushion Is Thinner Than It’s Been Since 1982
September 27, 2026 Bonus Content: Rocket Lab’s $2.36B Backlog Is the LEO Race’s Best Signal...
Microsoft’s $115.9B AI Spend Finally Has a Product
A rebuilt Copilot with Code and Autopilot is Microsoft’s clearest case yet for its AI capex.
Starbucks to Close 250 Stores as Fiscal Year Ends
A $300 million restructuring charge hits in late September, complicating late-October earnings expectations.
Jeff Bezos will be on his knees
A note from our friends at Paradigm Press(ad) Below is an important message from one...
Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?
Strong subscription growth. But most IPO money goes to insiders, not Oura.
My #1 morning trade (free guide)
A note from our friends at Base Camp Trading(ad) Hey, I’m going to do something...