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George Babis

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A Record High at 5.3%

Oct 11, 2026

•

7 min read

A Record High at 5.3%

The S&P 500 set its first record since August, while the 10-year hit its highest yield since 2002

George Babis
George Babis
GRAIL's $GRAL 70% Surge Might Be Just The Beginning

Oct 7, 2026

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6 min read

GRAIL's $GRAL 70% Surge Might Be Just The Beginning

Galleri just cleared a major regulatory hurdle—and FDA approval could unlock broader reimbursement and a potentially massive new market.

George Babis
George Babis
The Weak Jobs Report Wall Street Wanted

Oct 4, 2026

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5 min read

The Weak Jobs Report Wall Street Wanted

September's 29,000-job print took an October hike off the table.

George Babis
George Babis
SpaceX's $SPCX Agentic AI Bet

Sep 30, 2026

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6 min read

SpaceX's $SPCX Agentic AI Bet

SpaceX already has rockets and Starlink. Now Grok could turn it into a major agentic AI platform.

George Babis
George Babis
AI Is Carrying the Market

Sep 27, 2026

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5 min read

AI Is Carrying the Market

AI earnings are keeping the market afloat as higher rates and a weaker consumer create an increasingly unusual backdrop.

George Babis
George Babis
Sandisk $SNDK: Agentic AI Will Change the Storage Game

Sep 23, 2026

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8 min read

Sandisk $SNDK: Agentic AI Will Change the Storage Game

The AI infrastructure stack is expanding—and Sandisk sits at the center of the shift toward storage-intensive inference.

George Babis
George Babis
The Market Has Split in Two

Sep 20, 2026

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6 min read

The Market Has Split in Two

AI vs. everything else.

George Babis
George Babis
Forgent Power Solutions $FPS: The AI Power Bottleneck Is Getting Even Bigger

Sep 16, 2026

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7 min read

Forgent Power Solutions $FPS: The AI Power Bottleneck Is Getting Even Bigger

Forgent just delivered 94% revenue growth and entered FY2027 with $3 billion of backlog.

George Babis
George Babis
This Is Complicated

Sep 13, 2026

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6 min read

This Is Complicated

Sticky inflation, rising yields, and a weakening consumer are leaving the Fed with no easy move.

George Babis
George Babis
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