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Bull Bear Daily September 3, 2026
September 2, 2026 Bonus Content: 21 Banks Want to Kill Your Dollar Stablecoin. Can They? A note...
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CRM Trades at 20x Earnings While Agentforce Accelerates e8815236-5443-46a7-a3a0-74a46a8d8a81
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CRM Trades at 20x Earnings While Agentforce Accelerates

Bull Bear Daily September 3, 2026
Salesforce's Q2 FY2027 results show $1.5 billion Agentforce ARR, 14% cRPO growth, and a guidance raise. Dreamforce...
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Google’s Real Problem Isn’t the Brain Drain e0f5ad39-9a7d-44f3-a5aa-3dc921015169
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Google’s Real Problem Isn’t the Brain Drain

Bull Bear Daily September 3, 2026
September 2, 2026 The AI brain drain is a distraction. Search and the DOJ are the real...
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Palantir Is the Only Pentagon AI Stock You Can Buy bde59538-dd60-426d-9f66-e1d4308e82a8
  • Politics

Palantir Is the Only Pentagon AI Stock You Can Buy

Bull Bear Daily September 2, 2026
ChatGPT and Grok just landed in GenAI.mil. Palantir turns that into decisions.
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Sam Altman’s New Potential $367 Trillion Venture e6cde1f4-46ac-482e-ab21-3e895468808e
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Sam Altman’s New Potential $367 Trillion Venture

Bull Bear Daily September 2, 2026
September 1, 2026 Bonus Content: Edison International Fell 24%. Its Bonds Are Betting on a Comeback. A...
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$4 Gas Drained Your Budget All August. Here Is What It Does to Your Portfolio This Fall. 6f7f8a04-ccb3-45cd-bb71-6779373a254f
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$4 Gas Drained Your Budget All August. Here Is What It Does to Your Portfolio This Fall.

Bull Bear Daily September 2, 2026
Record pump prices and near-record diesel are squeezing spending and reshaping the autumn earnings season.
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Russian Refinery Strikes Are Keeping Diesel Margins Near Record Highs c35afe85-7190-45d0-81df-12ebfefd896a
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Russian Refinery Strikes Are Keeping Diesel Margins Near Record Highs

Bull Bear Daily September 2, 2026
September 1, 2026 Russia’s fuel export curbs keep distillate margins elevated, but the real question is whether...
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SAIC Beat Earnings by 30%. The Real Opportunity Is Next. 54a19633-8f7a-49bf-b8f2-893227057dfd
  • Economy

SAIC Beat Earnings by 30%. The Real Opportunity Is Next.

Bull Bear Daily September 1, 2026
A massive EPS beat, raised guidance, and the September 30 deadline hit together.
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Wall Street quietly buying these stocks before November 3? 6e626128-cfa2-458c-97ad-643ba863d2b7
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Wall Street quietly buying these stocks before November 3?

Bull Bear Daily September 1, 2026
August 31, 2026 Bonus Content: The Freelance Boom Has Two Faces A note from our friends at...
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Buy, Rent, or Invest? Home Prices and a 4.75% Ten-Year 5ef6a3d5-33e2-484c-bfab-e1e46d40d07e
  • Economy

Buy, Rent, or Invest? Home Prices and a 4.75% Ten-Year

Bull Bear Daily September 1, 2026
Mortgage rates near 6.9% and rents rising fastest in over a year are shifting the rent-versus-own math.
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