And welcome back to Street Tweets from The Street Sheet!

The streaming war ethos has hit the big screens.

Christopher Nolan shot The Odyssey entirely on IMAX (IMAX) cameras, a first, and it evidently paid off. IMAX screens delivered $51.8M of the film's $264.1M global opening weekend, more than 20% of the box office for the best live-action debut of 2026 to date.

Now Disney (DIS) wants to copy Nolan’s homework.

The mega-studio didn’t shoot its next tentpole, Avengers: Doomsday, on 70mm film. Nor is it even showing in IMAX, because Warner Bros’ (WBD) Dune: Part 3 booked the screens for December 18 first.

So instead, it invented its own “quality-assurance certification program” called Infinity Vision, which essentially certifies that every screen the movie will be showing on, while not technically IMAX, are still very nice.

IMAX CEO Rich Gelfond shrugged it off as "a marketing initiative". Nothing confirms gold-standard status like your rival printing its own medals.

— Brooks & Cas

Stocks slipped last week as Middle East hostilities dragged on and big tech earnings landed poorly. Alphabet (GOOGL) slid after strong results came bundled with another round of heavy AI capex, and Tesla (TSLA) sank on shrinking margins. The bright spot: weekly jobless claims fell to their lowest level since 1969.

All eyes turn to the Federal Reserve on Wednesday, where a rate hike is a live possibility with inflation still sticky and the labor market firming. Thursday brings the reality check, with fresh inflation, GDP, and jobless claims data that will show whether the Fed's call holds up.

One company we're highlighting this week just hit a 52-week low. This autumn, it will likely do something barely one in 1,000 public companies has ever done: raise its dividend for the 50th straight year.

That would crown it a Dividend King, one of a few dozen names out of some 56,000 publicly traded. History shows only a special kind of business raises payouts for half a century, and the hikes here haven't been token. Yet the market is currently pricing this one like it forgot.

This week's Research names the name and makes the case for buying royalty at a discount.

Backed by a 90-day money-back guarantee.

JPMorgan (JPM) CEO Jamie Dimon said last week that “the 10-year bond should probably be at 4% to 4.5%”, and he wouldn’t buy any at the current price, for fear of a bond market crisis brought on by our $39T in national debt.

You know it’s bad when safe havens start to look like high-risk investments.

The research firm that crashed the market earlier this year with its AI doomsday forecast is back with an explanation for the current rout.

In case you can’t read the full thread above, here’s the gist of its thesis:

Early in a rally, stocks trade on proof, and the best catalyst is simply a strong quarter. But once everyone turns bullish, the market stops pricing the present and starts pricing 2 or 3 years out.

At that point, fundamentals start to matter less than narratives. And news that can't be disproven today, like memory efficiency gains or new supply from CXMT, moves these names more than a record quarter ever could.

Nudge growth assumptions by 3-5% a year, compound them out to 2029, and the same stock looks either extremely cheap or wildly expensive. This, according to Citrini, is why semiconductor stocks have gotten much more volatile the further they run… and why their tops tend to form on almost no real news.

Starbucks (SBUX) rewards members may be looking at a much bigger payout.

Not every dividend streak earns the label. The company in this week's Research has raised its payout every single year since 1976, and the streak is about to hit the number that matters.

The report breaks down whether the streak survives the fastest expansion in company history, 50K locations worldwide by the end of 2027.

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Sourcing like that is how you make VP early.

One PE boyfriend prints and every desk on the Street starts marking itself to market.