AI was supposed to kill this software company. Instead, its AI recurring revenue doubled in a single quarter, and the stock trades at less than half its high.
Nov 7, 2026
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8 min read
18% of salaried workers plan to take a day off for one video game. Its publisher reports Monday, and the stock still trades well below its high.
Nov 5, 2026
No insider had bought this stock in over 4 years. Then the CEO wrote a $715,000 check days after a selloff unrelated to lost freight.
Nov 3, 2026
Tech got hammered again over AI spending. This distributor sells the parts, orders keep outrunning shipments, and it reports next week.
Oct 31, 2026
7 min read
An AI data center on federal land, a submarine shipyard, and UK nuclear work. One stock has a seat at all three, and it trades under 9 times earnings.
Oct 29, 2026
Musk warned that AI data centers could end up stranded. This CEO fired back with a playbook. The stock spent a brutal month near its lows anyway.
Oct 27, 2026
It raised guidance twice this year and kept beating estimates. Then a rival’s ugly quarter dragged it down. Earnings land Wednesday morning.
Oct 24, 2026
Two FDA decisions are landing within 5 weeks, a big bank just started coverage at Overweight, and the stock slipped anyway. That’s your opening.
Oct 22, 2026
A card lender that crushed estimates last quarter reports again Thursday morning. Funding is cheaper, yet the stock trades like the scare never ended.
Oct 20, 2026
Diapers, tissues, and 54 straight years of raises. One quiet earnings beat just cracked open the case, and you’re paid nearly 5% to wait.
Oct 17, 2026
The company that won a years-long patent war just got a check from the loser. The loser’s stock soared. The winner’s barely moved.
Oct 15, 2026
9 min read
A manufactured housing REIT near its 52-week low just got a Strong Buy upgrade this morning. Earnings are a week out, and the business keeps executing.
Oct 13, 2026
The first approved fatty-liver drug just proved it works across major genetic risk groups. Fair-value models peg it more than 40% above where it trades.
Oct 10, 2026
A $45B life sciences monopoly raised guidance, won drugmakers, and the AI product that could reprice everything hasn’t touched the P&L yet.
Oct 8, 2026
Index funds had to dump it. The business didn’t change. Now it yields over 5%, trades near multi-year lows, and earnings are weeks away.
Oct 6, 2026
This stock is still nearly 20% below its 52-week high, even as buybacks continue ahead of November earnings.
Oct 3, 2026
A helicopter franchise sits on the Army’s biggest rotorcraft contract, and earnings in four weeks make this the most compelling setup in the defense space right now.
Oct 1, 2026
A Q2 earnings beat, a Las Vegas portfolio, and a Middle East project that the current stock price ignores make this one of the most asymmetric setups in gaming.
Sep 29, 2026
A failed takeover, a Caesars acquisition, and a reverse bid story that flipped the whole narrative overnight create a specific post-chaos entry point for you today.
Sep 26, 2026
An $8 billion Amazon deal sent this stock soaring—then the market erased the entire move, setting up a critical test next month.
Sep 24, 2026
A completed biosciences spin-off, and a forward multiple that looks cheap against the peer group make this one of the more interesting setups in healthcare right now.
Sep 22, 2026
Three approved medicines, a near-term Phase 3 readout, and an FDA decision eight days away make this one of the busiest catalyst windows in biotech right now.
Sep 19, 2026
Leadership consolidation aimed at driving out costs, plus a consensus pointing to an earnings recovery, make this one worth understanding before the next print.
Sep 17, 2026
The founding-era operator is back, comps have flipped positive for six straight quarters, and a $700 million buyback is starting in the back half of this year.
Sep 15, 2026
A massive Q2 earnings beat, and a forward earnings multiple below the peer group average make this 3M carveout worth understanding before the next catalyst hits.
Sep 12, 2026
