Cisco’s $9B AI Bet Is Already Paying Off
With 24% revenue growth, raised guidance, and service-provider and cloud orders up 47%, Cisco is no longer the slow-growth dividend stock the market still prices it as.
Rheinmetall Is Down 50% This Year. Peace Talks Complicate It.
Witkoff and Kushner met Putin in the Kremlin on Thursday. European defence investors now have to decide whether the sector’s slide already reflects a ceasefire that hasn’t happened.
Trump’s Invisible Dollar Reset
A note from our friends at Porter & Co(ad) No new bills, no new coins, no crypto, and no central…
Nvidia Has No Successor. That Is the Real Crisis.
With the board weighing Jensen Huang’s future and prediction markets at about 80% odds of his removal, the governance hole beneath him is deeper than investors realize.
Gold Is Trading Like a Rates Asset Now, Not a Hedge
With $4,000 gone and a December hike priced in, $3,950 separates a bounce from a deeper slide.
Circle November 11 on your calendar
A note from our friends at Brownstone Research(ad) Dear Reader, My name is Jeff Brown, founder and CEO of Brownstone…
One Dollar in Twenty Is Late. Act Before the Fed Hikes.
With $19.1 trillion in household debt and a December hike likely, borrowing decisions you make now carry real cost.
This $5 Stock Could Hit $50 by January This “Musk Target” to 10X By January 1st?
A note from our friends at The Oxford Club(ad) Dear reader, This stock trades for under $5 today. Dr. Mark…
Vodafone’s German Problem Is Now a €4.85 Billion Impairment
Revenue rose 11.4% and guidance was upgraded, but the dividend’s safety ultimately depends on whether Germany stops destroying value.
TSMC October Revenue Surged 60%. AI Orders Never Slowed.
A record NT$586.9 billion month challenges the story behind the SOX’s slide from its June 22 peak.