Steve Eisman, Vincent Daniel and Porter Collins discuss Treasury buybacks, OpenAI risk, gold, hedge fund shorting, and live short ideas including Golar and Glass House.

Oracle’s $88.3 billion net debt and $90-95 billion capex plan pushed five-year CDS to 215 bps, despite 121% OCI growth and a $664 billion backlog tied to OpenAI.

Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September 2026.

Celestica’s white-box Ethernet switches gain AI demand, margin expansion and faster growth as Arista Networks holds gross margins near 63% through 2027.

Corning targets AI data-center optical interconnect demand, backed by customer-funded supply agreements and operating margins above 20%.

Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and consolidate food and household orders.

Lululemon’s Q2 revenue fell 3.2% and core product sales dropped 20%, while tariff refunds masked worsening Americas margins and comparable sales.

Barnes & Noble Education is shifting from campus bookstore retail toward recurring-revenue infrastructure for inclusive-access course materials, while its sales multiple still reflects a legacy retailer.

Duluth Holdings’ Q2 profit included a $16.3 million tariff refund as revenue fell 7.8%; the retailer has posted declining sales for four years.

Enel Chile uses battery storage and grid management to turn renewable oversupply into flexibility, lifting H1 2026 EBITDA 3.9% and net income 10.7%.

T1 Energy’s G2_Austin factory is expected to lift margins and add vertical integration from 2027, but requires substantial financing that could dilute shareholders or increase leverage.

Source Energy Services is Western Canada’s dominant integrated frac-sand producer and logistics provider, supplied by three Wisconsin Northern White sand mines with roughly 4.8 million tonnes of annual capacity.

Medtronic’s MiniMed split-off gives odd-lot MDT holders priority on a 7% discounted exchange, but a 4.5939-share cap has begun reducing the payoff.

Zentek initiation report.

Meta’s Muse strategy targets the consumer internet through a Trojan-horse product.

Bloom Energy's Q2 2026 revenue rose 165.5% as AI data-center demand lifted fuel-cell sales, prompting $3.9 billion to $4.2 billion full-year revenue guidance.

Dassault Aviation reported 46% first-half sales growth and a €45.4 billion backlog, with Rafale F5 demand offsetting Falcon 10X delays and the FCAS/NGF halt.

Materion's value-added EBITDA margin rebounded to 23.1% as backlog rose 30%, led by electronic-materials and defense demand.

Sylvamo, a $1.6 billion uncoated freesheet paper producer, has fallen about 60% from its November 2024 high above $95 to roughly $40.

CBL trades at 7.6 times forward AFFO despite stronger leasing spreads, raised guidance and a 4.6% dividend yield. Section 382 restrictions expire in November 2026.