“I’m in a glass case of emotion adrenaline” - investors, probably We’re going back to back this Wednesday friends as the energy is… cautiously optimistic? Suspiciously optimistic? Either way, green is green. (Source: Giphy) The S&P 500 tacked on 0.8%, the Nasdaq ripped 1.26%, and the Dow added 307 points (0.6%) in what felt like the entire market holding its breath before Big Jensen takes the stage after the bell. Speaking of Obi-Huang-...
Lowe’s turned in a solid fourth quarter, topping Wall Street’s expectations even as the housing market continues to move at a measured pace. The retailer reported adjusted earnings per share of $1.98 on revenue of $20.58 billion, ahead of analysts’ forecasts of $1.94 per share on $20.34 billion, according to LSEG. Comparable sales rose 1.3%, outpacing expectations for a 0.2% gain. Revenue increased from $18.55 billion a year earlier. Still, management made clear that the...
Cava (NYSE: CAVA) reported fourth-quarter results that exceeded Wall Street expectations and issued fiscal 2026 guidance projecting continued sales growth, sending its shares up more than 20% in midday trading Wednesday. For the quarter ended Dec. 28, the fast-casual Mediterranean chain posted revenue of $275 million, compared with analyst estimates of $268 million, according to LSEG. Adjusted earnings were 4 cents per share, topping expectations of 3 cents. Net income totaled $4.9 million, o...
Japan’s antitrust regulator conducted an on-site inspection of Microsoft (NASDAQ: MSFT) Japan on Wednesday as part of an investigation into suspected violations of the country’s Antimonopoly Act tied to its cloud services. According to a person with direct knowledge of the matter, the Japan Fair Trade Commission is examining whether Microsoft Japan imposed conditions that restricted customers of its Azure platform from using competing cloud providers. The source requested anonymit...
Supreme Court: I know you’re not used to being told “no,” but we’re putting an end to this tariff game you’ve been playing… Trump: Oh yeah? In that case, I’m going to “tariff” the rest of the world even harder… And just like that, we’re back in Tariff Season (almost like we never left). In case you haven’t heard… yesterday, the Supreme Court dropped a 6-3 anvil on Donald Trump’s “Liberation...
Berkshire Hathaway closed out Warren Buffett’s final quarter as CEO in familiar fashion… by selling more stocks than it bought. In the three months ended Dec. 31, Berkshire reduced several of its largest equity holdings, including Apple, Bank of America, and Amazon, according to its latest filing. The continued trimming of Apple stands out. Berkshire has now sold shares of the iPhone maker in seven of the past nine quarters, cutting its stake by more than 75% since the summer...
I’ve got this rule (and it’s probably more psychological than strategic) but anytime we get a big, ugly, “blood in the streets” kind of red day… I buy the f***ing dip like my life depends on it. Partly because there’s usually a silver lining hiding somewhere in the rubble. And partly because smashing the “buy” button feels healthier than stress-eating and doom-scrolling Fed speeches at 11:47 p.m. So if we’re choosing to view this throu...
Shares of Grail (NASDAQ: GRAL) declined sharply (-50%) Friday after the company reported that its NHS-Galleri trial did not achieve its primary endpoint of a statistically significant reduction in combined Stage III and Stage IV cancer diagnoses. The study, conducted within England’s National Health Service, was designed to demonstrate a measurable decline in late-stage cancers among participants receiving the Galleri multi-cancer early detection test. The company said the primary endpo...
“You sit on a throne of lies” - Jensen Huang, probably About five months ago, Sam Altman had every OpenAI seed investor pounding nose beers after he stood in front of the world and said OpenAI was going to spend $1.4 trillion on infrastructure (read: Nvidia chips) by 2030. Fast forward today, and it appears @sama lied out of his a$$. (Source: Giphy) In short, out goes the $1.4 trillion number and in comes the new $600 billion number. For those keeping score a...
Comparison is the thief of joy… and for Novo Nordisk it also happens to be the thief of shareholder money… If you’re one of those unlucky people who’s always being compared to your trophy brother (or sister) every minute of the day growing up… then you might belong in a therapy session with the company that got Meghan Trainor to forget about “all that bass” and turn into a twig (read: Ozempic). (Source: Hindustan Times) While you were likel...
Kid: Mommy, how did we get so rich? Mom: Because Daddy’s company sued the President over a $1B tariff bill… and his options position turned into a fireworks show when the verdict hit. Welcome to the most American sequel imaginable: everyone (and I mean EVERYONE) is about to start suing over tariffs. After the Court yanked the keys to Donnie’s tariff car under the International Emergency Economic Powers Act (IEEPA), the chase for refunds has officially begun. And like...
Dave Tepper didn’t hear no bell… You know you’re in deep sh*t when a man who famously keeps “brass testicles” on his desk puts you on blast. And yet, the Appaloosa founder… a man who's made billions by knowing exactly when to get loud… just fired off one of those letters. The target is none other than Whirlpool… a.k.a, the company that makes your Maytag and somehow still finds new ways to destroy shareholder value like it's a c...
Public Reminder: just because Saudi royalty keeps wiring you billions… doesn’t mean gravity suddenly stops applying to your income statement. -signed Lucid and LIV Golf. Fun fact: The PIF has more money than Bezos, Ellison, Gates, and Warren Buffett combined… yet somehow convincing Americans to watch 54 holes of shotgun-start golf remains harder than turning an EV startup profitable. After widely missing earnings expectations in Q4 2025… the Tesla wannabe (-4...
Well, Happy Tariff’s Day (once again), to all who celebrate… stonks got absolutely piecemealed like they were fighting prime McGregor after Trump… is what I thought I would be leading this email out with. AI was supposedly seconds away from repossessing everyone’s job, Trump looked ready to start a war with Iran, and the Supreme Court had just clipped his tariff wings… But instead of surrendering to the bears and drafting their resignation letters to capita...
Spirit Airlines is preparing for a dramatically smaller future as it works to emerge from its second bankruptcy in less than a year, outlining a restructuring plan that would significantly reduce its fleet, network, and overall cost base. In U.S. Bankruptcy Court on Tuesday, the often called “Greyhound of the Sky” said it has reached an agreement in principle with lenders that would provide additional liquidity and pave the way for an exit from Chapter 11 as early as late spring o...
Listen, I’m not saying prediction markets are gonna be the downfall of Western civilization. But when U.S. senators start drafting letters about contracts that “incentivize physical injury or death”… can we all take a breath and admit we may have wandered into “this probably shouldn’t have a ticker symbol” territory? Six Democratic senators just fired off a letter to the Commodity Futures Trading Commission essentially saying: Hey… m...
“Not all heroes wear capes…” - anyone whose ever thrown hands over a parking spot Uber once said that we’d never have to park again and now, they’re making good on that promise by… *checks notes*... buying a parking company. In short, Uber is acquiring SpotHero, an app that lets you reserve parking spots at 13,000+ garages and lots across the US and Canada. Philadelphia PD be like: (Source: Giphy) The deal, of course, is for an undisclo...
“Look how they massacred my boy” - boomers everywhere… Big Blue just took it lying down as shares cratered 13% yesterday… its single worst day since October 2000… because Skynet Anthropic published a blog post. More specifically, Anthropic boasted about helping companies modernize COBOL, the programming language your grandfather's bank has been running since Kennedy was in office. (Source: Giphy) From there, every Big Blue investors &...
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