Every issue of this newsletter is built on one idea: you deserve straight answers and solid analysis to help you make smart moves in today's markets.
30 April 2026
AWS hit its fastest growth in 15 quarters. Microsoft's AI business reached $37B. The market is separating winners from spenders.
29 April 2026
GE Vernova spent $1.3B on its own stock. Boeing got a $200B Qatar order. The Mag-7 report tonight
28 April 2026
Strategic Education's C-suite split, OpenAI goes public-adjacent, and the Magnificent Seven arrive Wednesday.
27 April 2026
Peace talks collapsed, oil is above $107, and five of the world's largest companies report earnings this week.
23 April 2026
Semiconductor insiders are buying conviction. AI cloud funds are taking profits. Here's what that tells you about where this market goes next.
22 April 2026
Fundamentals say buy. Geopolitics says wait. Both could be right by morning.