Funeral & Deathcare Deep Dive: Cremation at 58%, Preneed Growth and Carriage’s Refinancing – Oct 12, 2026
SCI raises cash-flow guidance as cremation climbs; Carriage ends its ATM. SCI, CSV, MATW, scenarios and Wick's take.
Latest from the tape
Nuclear SMRs & Fusion Deep Dive: Developers Crushed, Uprates Win – Oct 12, 2026
UBS cuts NuScale to Sell and Oklo, NuScale and Nano Nuclear fall 7% while Google and the DOE fund uprates at existing plants. OKLO, SMR, NNE, LEU, BWXT, CEG, scenarios and Wick's take.
Toys & Collectibles Deep Dive: Mattel Sale Talk, Magic’s $500M Quarter and the Collector Boom – Oct 12, 2026
Mattel faces sale pressure while Hasbro rides Magic and Funko doubles. HAS reports Oct 20. MAT, HAS, FNKO, JAKK, BBW, scenarios and Wick's take.
EV Charging Deep Dive: ChargePoint Fades, EVgo Bets on Tesla’s Plug – Oct 12, 2026
ChargePoint slides 13% in a week on cautious guidance while EVgo signs on to install Tesla V4 Superchargers. CHPT, EVGO, BLNK, TSLA, ETN, scenarios and Wick's take.
Lithium & Batteries Deep Dive: China Carbonate Breaks, Surplus Talk Returns – Oct 12, 2026
Chinese lithium carbonate falls 5.7% in a day toward 110,000 yuan as surplus forecasts return. ALB, SQM, SGML, LAC, QS, FLNC, scenarios and Wick's take.
Drones & Counter-UAS Deep Dive: Lasers Get Picked, Stocks Get Punished – Oct 12, 2026
The Pentagon names AeroVironment's LOCUST laser for its homeland counter-drone pilot while AVAV and KTOS sit 57–68% below last year. AVAV, KTOS, RCAT, UMAC, ONDS, scenarios and Wick's take.
Data Centers & AI Power Deep Dive: Uprates, Turbines and 800-Volt Racks – Oct 12, 2026
Google pays Constellation for 890 MW of reactor uprates, the DOE backs Vistra with $4.2B, and Vertiv preps 800 VDC racks. VRT, GEV, PWR, CEG, VST, scenarios and Wick's take.
Meme Stock Radar: Bumble’s Buyout Squeeze, GameStop’s Warrant Clock and the Retail Names Bleeding Out – Oct 12, 2026
The short version: Today's retail tape had one genuine meme event and a lot of quiet bleeding. Bumble (BMBL) jumped about 50% on a reported $1B…
On Holding (ONON) Deep Dive: Cloud Runners, a $1B Buyback and the Mbappé Bet – Oct 12, 2026
On Holding (ONON) is up 32% in three weeks after its Investor Day and buyback. Growth, 65% margins, tariffs, valuation vs. DECK, NKE, LULU and BIRK, scenarios and Wick's take.
Consulting & Professional Services Deep Dive: Accenture’s Rebound, Gartner vs AI and Booz Allen After DOGE – Oct 12, 2026
Accenture is +17% in a month as the AI-disruption trade reverses, while Gartner and federal consultants lag. ACN, IT, BAH, FCN, EXPO, CBZ, KFY, SAIC, CACI, McKinsey/BCG context, scenarios and options ideas.
![The Net Impact of Tariffs on the American Economy: Revenue, Prices, Jobs, Courts and [persona_possessive] Verdict – Oct 12, 2026 — deep dive thumbnail](https://www.theclosingprint.net/wp-content/uploads/2026/10/tariffs-net-impact-deep-dive-2026-10-12-1354-thumb-housev2-768x403.webp)
The Net Impact of Tariffs on the American Economy: Revenue, Prices, Jobs, Courts and Wick's Verdict – Oct 12, 2026
Published Monday, Oct 12, 2026, after the close. A one-off macro deep dive. Data is the latest published as of today: Treasury's Monthly Treasury Statement…
Pet Care Deep Dive: Chewy’s Autoship, Zoetis’ Slump and IDEXX’s Steady Tests – Oct 12, 2026
Pet owners keep buying food but cut back on treats, vet visits and premium drugs. CHWY, FRPT, ZTS, IDXX, ELAN, TRUP, scenarios and Wick's take.