Linde and Air Products hold up while Citi downgrades Dow on polyethylene margins and Albemarle sinks 16% in a month. LIN, APD, SHW, ECL, DD, DOW, ALB, EMN, CE, IFF, scenarios and Wick's take.
SpaceX's deal for Grain's nationwide 800 MHz spectrum sank the carriers on Friday. VZ, T, TMUS, CHTR, CMCSA, Starlink Mobile, FCC approval, pricing risk, scenarios and options ideas.
LVMH's Q3 organic growth of 1% missed as fashion and leather goods fell 5% on weak China. LVMH, Hermès, Richemont, Kering, Ferrari, Ralph Lauren, Tapestry, Capri, scenarios and options ideas.
Visa hits an all-time high on an eight-day win streak into Oct 27 earnings while fintech lenders slide. V, MA, PYPL, XYZ, AFRM, SOFI, TOST, COIN, stablecoins, agentic commerce, scenarios and options ideas.
Carnival posts record deposits and yields, Royal Caribbean buys half of Sandals, and Marriott and Hilton keep compounding. CCL, RCL, NCLH, VIK, MAR, HLT, H, ABNB, fuel, scenarios and options ideas.
Truist upgrades First Solar as Section 232 polysilicon limits near, while Deutsche Bank flags a 2027 safe-harbor cliff for Enphase and SolarEdge. FSLR, ENPH, SEDG, NXT, RUN, NEE, BEP, TAN, scenarios and options ideas.
Published Monday, Oct 12, 2026, after the close. One-off sector deep dive. Prices are Yahoo Finance closes; the 10-year yield is the CBOE ^TNX close. X…
Published Monday, Oct 12, 2026, after the close. One-off sector deep dive. Prices are Yahoo Finance closes ( Curaleaf and Green Thumb are US OTC listings).
NN after-hours update Oct 12, 2026: up 2.9% to $12.11 vs close $11.77. No new filing. Informational only, not financial advice.
Published Monday, Oct 12, 2026, after the close. One-off sector deep dive. Prices are Yahoo Finance closes ( Nintendo and Sony are US ADRs). X posts are…
Published Monday, Oct 12, 2026, after the close. A one-off macro essay, not a recurring series. Prices are Yahoo Finance closes (dividend-adjusted for the…
Published Monday, Oct 12, 2026, after the close. One-off sector deep dive. Prices are Yahoo Finance closes. X posts are opinion and are labeled as such.
