Skydance closes its $78B WBD deal under a mountain of debt while Netflix sits 42% off its high into Oct 20 earnings. NFLX, DIS, SKYD, SPOT, ROKU, CMCSA, X sentiment, scenarios and options ideas.
Published Monday, Oct 12, 2026, after the close. One-off sector deep dive. Prices are Yahoo Finance closes (HG=F is front-month COMEX copper). X posts are…
USDA's surprise 181.2 bpa corn yield sinks grain prices while nitrogen stays tight and phosphate breaks. DE, CTVA, VYLR, NTR, MOS, CF, ADM, MOO, X sentiment, scenarios and options ideas.
Starbucks kills the Chipotle takeover talk, McDonald's is 31% off its high and Domino's reports tomorrow. MCD, CMG, SBUX, YUM, DPZ, CAVA, X sentiment, scenarios and options ideas.
Published Monday, Oct 12, 2026, after the close. One-off deep dive. Prices are Yahoo Finance closes. $/MHz-POP figures are Wick estimates using ~335M US…
Stryker buys into CMR Surgical, Medtronic's MiniMed split-off is 5x oversubscribed and BSX is down 54% in a year. ISRG, SYK, BSX, MDT, ABT, IHI, X sentiment, scenarios and options ideas.
Published Monday, Oct 12, 2026, after the close. One-off analysis, not a recurring series. Prices are Yahoo Finance closes. Not financial advice.
Property rates are falling at the fastest pace since 2010 while Q3 catastrophe losses pile up. PGR, ALL, TRV, CB, AIG, HIG, KIE, X sentiment, scenarios and options ideas ahead of Travelers' Friday print.
Software is rallying again while Oracle guides to $90-95B of capex against a $664B backlog. MSFT, ORCL, NOW, CRM, SNOW, PLTR, IGV, AI capex, X sentiment, scenarios and options ideas ahead of Oct 28 earnings.
Bitcoin is stuck in the low $80Ks with $679M of weekly spot-ETF outflows, Strategy keeps buying and miners MARA, RIOT and CLSK are down 21–25% in a month. COIN, MSTR, IBIT, ETH, X sentiment, scenarios and options ideas.
Holiday sales forecast +4–4.8% (Deloitte) while card balances hit $1.26T. Value retailers WMT, COST and TJX lead, HD and LOW lag on rates. TGT, AMZN, XRT, X sentiment, scenarios and options ideas.
China internet stocks faded Friday's pop as Beijing rolls out a 19-measure AI plan and the US-China tariff truce runs to Jan 10, 2027. BABA, PDD, JD, BIDU, TCEHY, KWEB, FXI, X sentiment, scenarios and options ideas.
