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Wake-Up Watchlist

A small-cap just doubled on its earnings beat. The next day it ran another 25%. Now it&...

May 19, 2026

The Cerebras IPO looked exactly like one from the dot-com era. Bryan was on the CBOE fl...

May 18, 2026

Wake-Up Watchlist

When you look at Kenvue (KVUE), you may see a boring consumer health company. I’m not s...

May 18, 2026

A 1977 law put 95% of the country's beachfront off-limits to private buyers. We just go...

May 15, 2026

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Six companies on earth are designing custom AI chips at hyperscale. Google. Meta. OpenA...

May 15, 2026

AI requires enormous computing power. That means surging demand for semiconductors. But...

May 14, 2026

Wake-Up Watchlist

There’s a building in Herndon, Virginia, where engineers monitor satellites that ...

May 14, 2026

Hot PPI dropped, futures reversed, and the financial media ran their "is the rally over...

May 13, 2026

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There’s a stretch of water between Iran and the Arabian Peninsula about 90 miles ...

May 13, 2026

Copper just hit a new all-time high. The AI buildout runs through it, and Wall Street i...

May 12, 2026