Apple’s $20,000 Mac Pitch: Cheaper Than the Cloud
September 22, 2026 New Mac minis and Mac Studios ship today, and Apple says local AI beats paying per token….
Amazon Just Told Meta’s Muse It Is Not Welcome
Amazon’s Muse block tests who sets the rules when AI agents shop
Freeport-McMoRan Sits at the Center of America’s Copper Dilemma
September 21, 2026 A record copper price, a stalled tariff decision, and a Q3 catalyst are converging on the one…
Jana Partners Wants Cooper Companies Broken Up. Here’s What the Pieces Could Fetch.
After a botched CooperSurgical review and a fourth guidance cut in two years, Jana is demanding a new CEO and a CooperVision auction at what may be the cheapest the stock has been in a decade.
Nvidia Is Now the Trump Administration’s AI Policy Desk
With Jensen Huang as the president’s primary sounding board and 61% of voters opposing data centers, the policy risk that AI bulls haven’t priced is the one sitting inside the White House.
Tesla’s Optimus Parts List Just Got Real. Is TSLA a Buy at $364?
A supplier audit in Zhejiang points to a costed Optimus supply chain, but TSLA carries big expectations at $364.
Medicaid and Solar Credits Are the Real Trade if Democrats Win the House
Forget the horse-race coverage. With seven weeks until November 3, the election math for the House is about as clear…
Pharma’s Medicaid Revenue Is Smaller Than You Think
Before assuming the GENEROUS MFN rollout impairs pharma dividends, check how much revenue actually runs through Medicaid.
Wall Street’s Rosiest View of Europe Since 2018
Strategists put a 670 target on European stocks. Five percent upside is a thin reward for what comes with it.
Five Things That Could Move Your Portfolio This Week
September 19, 2026 From a 19-year 10-year yield high to Costco’s dividend signal, the week of September 21 is packed…