Saturday, July 11

Saturday, July 11, 2026

Everything we published on this day.

6 stories

Molson Coors trades at 6.2x free cash flow and offers a roughly 15% shareholder yield, but declining beer volumes could make it a value…

Eagle Point Capital Jul 11 1 click

Nvidia shifted its optical interconnect plan from TSMC CPO to Tower Semiconductor NPO, increasing laser requirements that favor Lumentum…

Irrational Analysis Jul 11 1 click

Nvidia's Groq deal responded to OpenAI's Cerebras inference partnership, preserving its AI-chip lead through supply-chain control and rapid…

Irrational Analysis Jul 11 2 clicks

Amazon’s AWS grew 28%, with a $364 billion backlog, supporting the case that up to $200 billion of annual AI capex can earn solid returns.

Rebound Capital Jul 11 1 click

Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…

Bearhold Research Jul 11 4 clicks

Stitch Fix’s rushed Freestyle pivot cannibalized its profitable Fix business, driving active clients below 3.4 million, quarterly revenue…

MBI Deep Dives Jul 11 3 clicks