Anthropic Prices Wednesday. Nvidia Reports Tuesday. 48 Hours to Decide.
With ANT reportedly six times oversubscribed and Nvidia's first earnings call under interim leadership landing the night before pricing, allocation…
CLOV’s 5-Star Rating Is Worth More Than the Stock Implies
Most investors still think of Clover Health as a money-losing insurer that leaned too hard...
Warning To Traders On This Black Friday Deal
A note from our friends at Tradewins(ad) Blane Markham here… Quick heads up: The special...
Moderna’s $4.5B Annual Cost Run Rate Is the Real Story
Better revenue growth and a cancer vaccine win cannot hide that Moderna’s path to profitability just got longer.
The AI Bubble has started to crack…
November 12, 2026 Bonus Content: SBLK Reports Nov. 18. The Dividend Math Is the Point....
Anthropic Is About to Go Public With a $900 Billion Tab
Revenue is surging. The compute bill underneath it is country-sized.
Gold Breaks Below $4,000. Bayer’s Stroke Drug Has Nothing to Do With It.
Bayer’s FDA approval of Sunharbo (asundexian) on November 9 was a genuine milestone in cardiovascular...
Democrats have won but the risks remain
A note from our friends at Weiss Ratings(ad) Dear Reader, Democrats have won both the...
Bayer’s Stroke Drug Approval Is Real. So Is the Gap It Has to Fill.
Sunharbo is first in a new class of blood thinners, but replacing Xarelto and absorbing litigation costs will take years.
The AI retirement mistake I don’t want you to make
A note from our friends at The Oxford Club(ad) Dear Reader, Mitt Romney reportedly turned...