Monday, October 19, 2026

Meta’s GEM, Part 2: Finding the Scaling Law

Meta’s GEM trains smaller ad-ranking models across its platforms, with Kunlun showing performance scaling predictably as compute rises.

The Agentic AI Roadmap for SaaS

SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

Exelon: Shelter From The Storm And Nice Yield As Utilities Catch A Bid

EXC $45B

SA Michael Fitzsimmons Oct 19 4 clicks

Our Q3 2026 Update: Our Companies (OXY, RIG, VAL)

Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.

Undercovered Dozen: Hess Midstream, Iovance Biotherapeutics, Netlist, And More

Hess Midstream, Iovance Biotherapeutics, Netlist and nine other lesser-covered stocks make this week’s Undercovered Dozen.

HESM $6.3BIOVA $6.7B

SA The Undercovered Dozen Oct 18 15 clicks

Zscaler CEO and CFO: We have the opportunity of a lifetime

Zscaler CEO Jay Chaudhry and CFO Kevin Rubin discuss the cybersecurity company’s growth prospects and valuation.

Do You Trust Apple?

Apple’s HomeView strategy ties Siri, privacy and smart-home control to consumer trust in its vision for the home.

What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens

Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.

Wells Fargo Earnings Aren't Inspiring Enough, But A 7% Income Opportunity Is

Wells Fargo’s Q3 EPS beat and $12.5 billion net interest income failed to move shares, while WFC.PZ preferreds yield 7.10%.

WFC $254B

SA Jeremy LaKosh Oct 18 7 clicks

MIDD · long

Middleby CORP

Middleby trades at about 11 times EBITDA, below its history and peers, as a sharper management focus is expected to address the commercial…

The Bottleneck Was Never the Finding

Tenable’s $27 valuation reflects fears that AI commoditizes vulnerability scanning, while the thesis says AI increases demand for…

Flyover Stock: Tyler Technologies (TYL)

Tyler Technologies’ moat rests on something more durable than code, even as AI-driven fears have cut SaaS valuations.

[VRSK] Verisk has standards

Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.

British American Tobacco: Affirmed

British American Tobacco targets more than GBP 50 billion of free cash flow by 2030 as Velo oral nicotine gains offset uneven vapor and…

Brown & Brown

Brown & Brown compounded revenue 14.4% annually since 1998 through more than 650 acquisitions, capped by its nearly $10 billion Accession…

MSGS at a Glaring Discount so GO KNICKS GO!

MSGS, owner of the Knicks and Rangers, filed a Form 10 to explore a spinoff as comparable franchise sales support an $11 billion valuation.

What CrowdStrike Shareholders Are Really Funding

CrowdStrike’s $318 million quarterly stock compensation and payroll taxes equaled 23% of revenue, diluting shareholders while non-GAAP…

When the Ducks are Quacking

Ford’s 1956 IPO sold 10.2 million shares at $63 each after Goldman Sachs helped resolve the Ford Foundation’s voting-rights problem.

Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital

Lawrence Hamtil discusses the farmer mentality, software’s cycle and investing with irreplaceable capital.