Wednesday, June 24

Wednesday, June 24, 2026

Everything we published on this day.

12 stories

@ActAccordingly Jun 24

PAA Research on X

Qualcomm’s acquisition of Modular drew CEO Cristiano Amon’s Android or Linux comparison, while critics called for consistent earnings execution before higher expectations.

@ActAccordingly Jun 24

PAA Research on X

Twenty-three S&P 500 stocks have doubled this year, mostly in AI, semiconductors and data centers, contributing 5% to 6% of the index’s 8% gain.

@ActAccordingly Jun 24

PAA Research on X

Good day for "LLOK" trades with crude collapsing, interest rates falling, and WSB retail investors bidding up $WEN and $JACK. https://t.co/NHRQkih4Y0

@BrokenMoats Jun 24

Broken Moats on X

Travel, housing, biotech and waste stocks rallied while Amazon lagged after weak Prime sales, leaving Target, KB Home and Expedia moves hard to explain.

@BrokenMoats Jun 24

Broken Moats on X

MetLife, Lincoln and regional banks including Western Alliance face interconnected private-credit exposure, with scrutiny of loan credit ratings.

@BrokenMoats Jun 24

Broken Moats on X

Wabash's $WNC rally reflects hopes for a replacement trailer market in 2027 and tariffs on Chinese suppliers, despite cyclical balance-sheet risk.

@catechwilliams Jun 24

catechwilliams on X

$FGMC $3.5B mkt cap tiny home builder. $1M sales. -1,000% GMs. Incinerating cash. 83% SPAC redemption, only $14M in cash. Auditor: "substantial going concern doubts.” Modular homes industry littered with recent bankruptcies. Dubious leadership backgrounds.