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Breaking: The Offshore Monopoly Is Legal Now!

Transocean’s Valaris merger clears regulators, creating a 68-rig offshore driller controlling four in 10 global drillships.

TSMC Q3 FY12/26 Earnings Review

TSMC reported excellent Q3 results, guided Q4 revenue growth higher and saw its shares slip despite strong AI-driven earnings momentum.

October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…

An Interview with Nvidia’s Ian Buck on Why GPUs Keep Winning

Nvidia’s Ian Buck says CUDA’s software ecosystem, GPU flexibility and annual Vera Rubin upgrades lower token costs as agentic AI pushes…

A Conversation With Ari Emanuel About Entertainment and AI

Ari Emanuel discusses AI’s impact on Hollywood, live events, social networks and the future of advertising.

Private Equity Prints Multibaggers With This Pattern. No One is Talking About It.

Shenandoah Telecommunications’ Glo Fiber buildout ends this year, and private infrastructure investors’ repeated fiber deals frame a…

RTX Q3 Preview: Two Growth Engines Make This Aerospace And Defense Leader A 'Buy'

RTX’s $289 billion backlog, including $119 billion in defense, supports growth from defense contracts and commercial aerospace aftermarket…

RTX $247B

SA Blake Winiecki 20h ago 3 clicks

Coherent | Management Call

The Tesla Story Is Falling Apart, And A Flying Roadster Won't Save It

Tesla’s Q2 revenue rose 26%, but operating margin fell to 1.4% and free cash flow was negative $1.1 billion as valuation reached 215x…

TSLA $1.4T

SA Julia Ostian 22h ago 4 clicks

My 2028 numbers

ASML’s €11.7 billion quarter benefited from €3.3 billion in installed-base sales and operating leverage, while the MATCH Act threatens…

Deep Dive: Applied Materials ($AMAT)

Applied Materials leads wafer-fab deposition and ranks third in etch, positioning it for tougher 3D chip manufacturing as investors weigh a…

First Tracks Biotherapeutics: Teva Validated The Pathway, ANB033 May Own The Receptor

First Tracks Biotherapeutics’ ANB033 posted stronger Phase 1b celiac efficacy than Teva’s IL-15 inhibitor, with $168 million funding…

TRAX $1.2BTEVA $48B

SA Equity Eagle 27h ago 5 clicks

Research Roundup Vol. LVI

Howmet Aerospace is framed as a beneficiary of turbine and aircraft-engine demand, while J.B.

Palantir Is Not C3.Ai, But C3.Ai Wrote Its Watch List - Downgrade Palantir To Hold, Sell C3.Ai

Palantir is cut to Hold after a 35% multiple-driven rally, while C3.ai is rated Sell on stalled revenue, expensive valuation and weak…

PLTR $498B

SA The Alpha Analyst 28h ago 8 clicks

Lennar: The Misstep Is Temporary, the Operating Machine Is Not

Lennar cut build times to 116 days and adopted an asset-light land model, while gross margin fell to 15.8% from 27.5% as land costs rose.

Lennar, Part One: The Story

Lennar grew from a Miami builder into one of America’s two largest homebuilders, controlling land largely through options and land banks…

Lennar, Part Two: The Deep Dive

Lennar’s second audio program examines the homebuilder’s business for professional investors and housing analysts.

ASML Q3 FY12/26 Earnings Review

ASML reported Q3 sales of €11.7 billion, up 55% year over year, and guided Q4 sales to €14.2 billion to €15.2 billion amid capacity…

Eaton: Strong Backlog And Margin Recovery Support The Buy Case

Eaton’s backlog, data-center, grid and aerospace demand, plus a 450–500 bp H2 2026 Electrical Americas margin recovery, support the growth…

ETN $165B

SA Value Capital Research 32h ago 5 clicks

Insider activity September 2026

Asian insider buying rose 19% to US$2.4 billion across 930 September transactions, led by Grab CEO Anthony Tan’s US$30 million purchase…