Snowflake Is Up 22% This Week. Here Is Why It Has More Room.
Three straight quarters of accelerating growth and a raised full-year guide have Wall Street racing to price in SNOW. The valuation is the only argument left against it.
The Opportunity Hiding Before the Assembly Line
September 8, 2026 Bonus Content: Google’s AI Search Is Growing. The Margin Question Isn’t Answered. A note from our friends…
Oracle Reports Tomorrow. A $638 Billion Backlog Says the Selloff Is Misreading the Risk.
The stock is down nearly 20% in 2026 over capex fear. Wednesday’s Q1 earnings could determine whether that discount is opportunity or warning.
China’s Import Miss Tells Traders More Than the $119bn Surplus
Copper flows and aluminium exports frame positioning into the Sept. 24 Trump-Xi summit.
Revealed: Elon’s Coming AI Disruption
September 8, 2026 Bonus Content: UBS Says Buy the Dip Into Two Fed Hikes. Which Calls Hold Up? A note…
SoftBank’s 20% share surge bets everything on OpenAI
A record ¥1 trillion retail bond priced last week. Savers fund Son’s AI bet.
Canada’s 50% Counter-Tariffs Land Tuesday. Here Is How to Rotate Before the Open.
Ottawa’s counter-tariffs go live at 12:01 a.m. Tuesday, splitting U.S. industrials into clear winners and losers before U.S. markets reopen.
Rise of the… Petroyuan?
September 7, 2026 Bonus Content: Citi Just Scrapped All 2026 Rate Cuts. Small Caps and REITs Are Paying for It.…
DraftKings Is Building an Exchange That Could Eat Its Sportsbook
The NFL gave DraftKings a sponsorship deal it cannot use to tout prediction markets. The real question is whether DKeX makes the sportsbook irrelevant anyway.
Volkswagen Stock Jumped 6% on Job Cuts. That Should Unsettle Every European Car Investor.
The cheer around Future Plan 2030 shows how low the bar fell at Europe’s biggest carmaker.