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The RBA Says It Will Accept a Slower Economy to Beat Inflation. The Australian Dollar Is Not Convinced.

The RBA Says It Will Accept a Slower Economy to Beat Inflation. The Australian Dollar Is Not Convinced.

Wall St Warrior October 13, 2026

With the cash rate at 4.60% and another hike possible in November, the AUD is caught between...

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Oracle’s $638B Backlog Is the Whole Argument

Oracle’s $638B Backlog Is the Whole Argument

Wall St Warrior October 10, 2026

Friday’s rebound and a $3.5M director buy look real. The test is whether Project Jupiter delivers.

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The 100% Drug Tariff Spares Big Pharma. Small Biotechs Pay.

The 100% Drug Tariff Spares Big Pharma. Small Biotechs Pay.

Wall St Warrior October 9, 2026

Big drugmakers won a 0% rate through Jan. 20, 2029. Smaller developers can face a 100% duty...

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Marvell Needs to 10x Revenue in Five Years. Here Is the Math.

Marvell Needs to 10x Revenue in Five Years. Here Is the Math.

Wall St Warrior October 7, 2026

Investor Day targets of $20B by FY28 and $70B to $90B by FY31 rest on two bets:...

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Bitcoin Holds Near $85,600 as Washington Writes Crypto Rules

Bitcoin Holds Near $85,600 as Washington Writes Crypto Rules

Wall St Warrior October 6, 2026

CFTC opened a 60-day comment window on leverage rules as FinCEN withdrew wallet and mixer proposals. Bitcoin...

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194 Hedge Funds Own Visa. Here Is Why Smart Money Bought the Dip.

194 Hedge Funds Own Visa. Here Is Why Smart Money Bought the Dip.

Wall St Warrior October 4, 2026

Visa posted 14% revenue growth and returned $6.2 billion in Q3, yet the stock lagged the S&P...

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Neuralink Has 21 Patients. The Race to Own the Brain Is Just Starting.

Neuralink Has 21 Patients. The Race to Own the Brain Is Just Starting.

Wall St Warrior October 4, 2026

Sovereign wealth funds, Sequoia, and competing approaches tell investors this is no longer a science project.

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ZIM Trades at $30 With a $35 Buyout on the Table. That Gap Is the Opportunity.

ZIM Trades at $30 With a $35 Buyout on the Table. That Gap Is the Opportunity.

Wall St Warrior September 29, 2026

Hapag-Lloyd just raised its 2026 outlook again, yet ZIM's union rejection keeps the spread stubbornly wide.

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Dell’s $95 Billion AI Backlog: The Good News Is Priced In

Dell’s $95 Billion AI Backlog: The Good News Is Priced In

Wall St Warrior September 29, 2026

DELL is up about 359% this year. Morgan Stanley raised its bull case to $756. The stock...

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The Nasdaq Just Hit a Record. Now Comes the Hard Part.

The Nasdaq Just Hit a Record. Now Comes the Hard Part.

Wall St Warrior September 22, 2026

Five days after the Fed's first rate hike since 2023, the index closed at 27,122. Three supports...

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