Dell’s $95 Billion AI Backlog Is Real. Margins Matter.
Record orders and a $25 billion guidance raise are only half the story. What those server sales earn will decide whether the stock deserves its valuation.
Chicago PMI Fell Off a Cliff. Today’s ISM Will Show If It Spread.
Chicago’s barometer fell 10.5 points to 47.1 as markets look for an ISM of 55.2, and the Fed decides rates in 15 days.
Former CIA analyst just bought 10,000 shares
August 31, 2026 Bonus Content: The DTC Price Squeeze Is Real. Who Survives. A note from our friends at The…
Intuit Is Down About 45% and Just Grew Revenue 14%
INTU’s fiscal 2027 outlook spooked investors last week. The business looks sturdier than the chart. But the AI threat is the only question that matters now.
The $812 Monthly Payment Is Telling You Something
August auto forecasts show an affordability squeeze far beyond the showroom floor.
When AI Capex Pays: The Case for MSFT at $492
Azure’s 43% growth quarter ended a year-long debate. Now ask whether the market has already priced it in.
When Your Supplier Is Also Your Enemy
The Cursor cutoff reveals a first principle every long-term investor must stress-test: you do not own a franchise if a rival controls its core input.
How Allocators Are Pricing the AI Buildout
Phase 2 of the chip tariff could turn server OEM bills of materials into a trade-policy variable, and the data center carve-out is the only number that matters.
Your Advisory Fees May Be Next in Line
Vanguard’s Altruist deal targets a hidden cost layer and could pressure what investors pay their advisor.
The 2027 Baseline Fight Is What Oil Desks Are Watching
September 6 is a formality. The capacity review arriving weeks later decides OPEC+ cohesion and the curve through 2027.