Exchanges & Market Data Deep Dive: Record Volumes, Flat Stocks – Oct 12, 2026
Published Monday, Oct 12, 2026, after the close. Sector deep dive. Prices are Yahoo Finance closes; fundamentals are Yahoo Finance trailing figures unless…
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Alternative Asset Managers Deep Dive: The Private Credit Run Is Slowing, the Stocks Are Still on Sale – Oct 12, 2026
Published Monday, Oct 12, 2026, after the close. Sector deep dive. Prices are Yahoo Finance closes; fundamentals are Yahoo Finance trailing figures unless…
Big Pharma Deep Dive: Tariff Peace, MFN Pricing and the $500B Patent Cliff – Oct 12, 2026
Published Monday, Oct 12, 2026, after the close. Sector deep dive. Prices are Yahoo Finance closes; fundamentals are Yahoo Finance trailing figures unless…
Managed Care Deep Dive: The 2027 Rate Rescue, UnitedHealth’s Big Test and Who Still Has Room to Run – Oct 12, 2026
Published Monday, Oct 12, 2026, after the close. Sector deep dive. Prices are Yahoo Finance closes; fundamentals are Yahoo Finance trailing figures unless…
Semiconductors – Analog & Auto Chips Deep Dive: Industrial Restock Is Real, Auto Still Waiting – Oct 12, 2026
Inventories are back to normal and Analog Devices and TI are up 60–73% in a year, while NXP and onsemi lag on autos. TI reports Oct 21. Scenarios and Wick's take.
Natural Gas & LNG Deep Dive: $3 Gas, $100 Oil and the Export Machine – Oct 12, 2026
Published Monday, Oct 12, 2026, after the close. One-off sector deep dive. Prices are Yahoo Finance closes. Not financial advice.
Trucking & Logistics Deep Dive: Spot Rates Up 32%, Diesel Eats the Gains – Oct 12, 2026
Truckload capacity is tightening fast, but fuel and driver costs hit J.B. Hunt's quarter. Knight-Swift, Old Dominion, Saia, XPO, C.H. Robinson, FedEx and UPS, scenarios and Wick's take.
Aerospace Suppliers & Aftermarket Deep Dive: Parts Are the Bottleneck, Fuel Is the Fear – Oct 12, 2026
GE, Howmet, TransDigm and HEICO have strong demand but are 20–30% off their highs on fuel and rate worries. Boeing stuck at 47 a month, GE's $11.75B CPP deal, scenarios and Wick's take.
Cloud Hyperscalers Deep Dive: $700B of Capex, an OpenAI Wobble and the Great Split Between Builders and Borrowers – Oct 12, 2026
Alphabet, Microsoft and Amazon hold up while Oracle and CoreWeave crack after a report that OpenAI's revenue is lower than hoped. Capex guides, the lease shift, neocloud risk, scenarios and Wick's take.
Timber & Forest Products Deep Dive: Lumber at a 12-Month Low With Mortgages Above 7% – Oct 12, 2026
Lumber falls to about $500 as housing stalls. WY, RYN, LPX, UFPI, BCC, WFG, scenarios and Wick's take.
Gyms & Fitness Deep Dive: Planet Fitness Bounces on UBS, Life Time Keeps Winning – Oct 12, 2026
PLNT jumps 9% on UBS member data; LTH up 59% in a year. PLNT, LTH, XPOF, PTON, scenarios and Wick's take.
Education & EdTech Deep Dive: Duolingo’s Reset, Workforce Pell and AI vs. Homework Help – Oct 12, 2026
Edtech is down 40–55% in a year while for-profit schools hold up. DUOL, LOPE, LRN, STRA, PRDO, CHGG, COUR, scenarios and Wick's take.