Three Ways to Own Data Centers Without Chips
Vertiv, Equinix and Celestica each gave the committee a different answer this earnings season. Only one earns a permanent seat.
Author: The Trading Report
From $25B to $55B: Moderna’s Melanoma Math
The Phase 3 win validated the platform. Now the harder work begins: manufacturing every dose from scratch.
Millionaire Warns ‘Get Out While There’s Still Time’
August 25, 2026 Bonus Content: Sentiment at 51, Spending Still Standing. Pick Your Side. Sponsored Editor’s Note: With the market…
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase’s earnings line, not just its stock price.
JNJ Hits $100B. Here’s the Trade.
August 25, 2026 JNJ at $100 Billion: The Income Trade Getting Clearer A record revenue milestone, a resolved legal cloud,…
Booz Allen’s $720M Software Bet Lands on Schedule
The Ultra I&C deal closed Monday. Whether it lifts FY27 depends on how fast OT cyber spending accelerates after the multistate water-utility attacks.
Why Wall Street is Dumping ETFs – September 30th
August 24, 2026 Featured: Treasury’s $1 Trillion Wild Card Changes the Bond Trade Sponsored Dear Fellow Investor, What does the “Smart…
The September Countdown Is Already Priced Wrong
Freeport restarts this week, EU storage is still below normal, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub spread is the clearest trade in energy right now.
Bonta Cancels. The Clock Starts Oct. 1.
A blown settlement meeting and a ticking fee make PSKY and WBD the week’s most asymmetric defined-risk opportunity.
Nvidia, Warsh, and MRVL Converge
August 24, 2026 Three Catalysts. One 36-Hour Window. Nvidia reports Wednesday. Marvell follows Thursday. Warsh speaks Friday. Position before Tuesday’s…