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Boyer tells Full Signal why Canada's defense buildup and a uranium supply crunch are setting up overlooked trades, and where he sees value.
Oct 22, 2026
Western Digital reports after the close on Thursday. Its stock fell in the first session after each of its last 3 quarterly earnings reports.
Tesla and SpaceX daily returns had a 30-day correlation of 0.64 on Wednesday, the highest since SpaceX's IPO, below Tesla's 0.72 with the S&P 500.
Tesla beat earnings estimates with its stock syncing up with SpaceX.
SpaceX closed Tuesday 9.5% above its IPO price on its 90th trading day, behind Arm and Alibaba at the same point but far ahead of Facebook.
Oct 21, 2026
SpaceX closed Tuesday 9.5% above its $135 IPO price after beating revenue estimates, and up to 1.3 billion more shares become eligible for sale Thursday.
SpaceX beat earnings estimates and its stock closed about 9.5% above its $135 IPO price.
SpaceX said Tuesday its Super Intelligence segment, which includes its AI business and X, made $7.56 billion of its $14.58 billion in quarterly revenue.
Oct 20, 2026
Faber tells Full Signal why US stocks look expensive next to the rest of the world, and where he sees value.
SpaceX reports third-quarter results after the close on Tuesday, with its stock 26.7% below the closing high it hit days after its June debut.
The VanEck Semiconductor ETF snapped a 9-day losing streak on Monday, but it gave back more than half of an early 3.5% jump and closed near the day's low.
Semiconductor stocks rebounded after eight straight losses, but history is more cautious on what comes next.
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