The Street Sheet

🌲 Forest Over Fear

Our three Sunday stories include trees that keep compounding, a market that’s outpacing China, and a retailer whose valuation now rivals Silicon Valley.

Links We Liked

🎰 Alpha Bet

Our 5 top tweets of the week include a friendly neighborhood Fed chart, a new frontrunner to acquire WBD, and more.

Market Updates

🔊 Market Review and Preview

Here’s everything you might have missed last week on Wall Street, and everything to watch in the week ahead.

Investment Ideas

📺 Streaming Shakeout

Netflix slid on Warner deal fears, but analysts say the selloff reset the risk reward.

Investment Ideas

📊 Russell 2026?

A stronger economy and a steeper curve may give small caps their best setup in years.

Investment Ideas

💬 Messaging Momentum

New customers pricing power and rising AI adoption helped Twilio post its cleanest quarter in years.

Investment Ideas

🌊 Making WVEs

A new RNA obesity shot with fat loss and muscle preservation has analysts turning bullish on this biotech company.

Investment Ideas

⛽ Rural Retail Rocket

A Sam Walton style playbook and high margin pizza have this convenience storeturning small towns into big returns.

Partner Content

🏆 Polymetallic Promise

PNPNF delivers record-high copper intercepts amid metals rally.

Investment Ideas

👑 Chip King 2026

Our three Sunday stories include a top chip pick powering into 2026, a volatile crypto finding its footing, and a long-ignored asset class finally back in the value conversation.

Links We Liked

🤦 CNBC and the C is For 'Cracker Barrel'

Our 5 top tweets of the week include the Fed hype machine in a full swing, a big ouch for the little guys, and CNBC's Cracker Barrel moment.

🔊 Market Review and Preview

Here’s everything you might have missed last week on Wall Street, and everything to watch in the week ahead.

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Investment Ideas

🌏 Goldman's High Conviction List

A global pick list built around self funded growth not hype puts five stocks in Goldman's spotlight.

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🔊 Market Review and Preview

Here’s everything you might have missed last week on Wall Street, and everything to watch in the week ahead.

Paid

Investment Ideas

🌏 Goldman's High Conviction List

A global pick list built around self funded growth not hype puts five stocks in Goldman's spotlight.

Investment Ideas

💷 GBP Superplay

A UK hedge fund says this cruise company could surge 400% as over-50 spending dominates the economy.