September 21, 2026 Bonus Content: Volkswagen’s 1% Margin Is the Crisis. Can Cuts Fix It? A note...
A Treasury carve-out for biopharma could keep $110B in deals flowing and raises a harder question about...
Jensen Huang’s unit-volume forecast puts 2027 on the line. The real question is whether TSMC’s packaging lines...
The debate around AI infrastructure stocks has always been about time: how long will it take for...
A supplier audit in Zhejiang points to a costed Optimus supply chain, but TSLA carries big expectations...
A note from our friends at MarketWise(ad) Editor’s Note: For nearly two decades, Whitney Tilson managed money...
From the Trump-Xi summit to flash PMIs and a homebuilder test, the week of September 21 is...
Steven Cahall at Wells Fargo did not arrive at this call quietly. On Friday, Wells Fargo downgraded...
GOOGL rose Friday as targets climbed and a self-funded €13bn Finland commitment reframed what the stock is...
A note from our friends at Paradigm Press(ad) Below is an important message from one of our...