Record revenue, a bigger AI forecast, and a networking supercycle that is barely started. The selloff is about one number…
Applied Materials Had a Record Quarter. Its Stock Is 50% Off Its High.
Revenue up 53%, free cash flow of $2.6 billion in a quarter, and Q1 guidance above estimates. The gap between…
Brent Just Erased Its Diplomatic Discount in 24 Hours
Trump's "we don't need a deal" post and Houthi claims near Yanbu flipped a week of de-escalation pricing overnight.
Bitcoin Slips Below $70,000 as the Dollar and Rates Bite
With DXY near a 19-month high and the 10-year around 5.1%, crypto’s slide looks like a macro move.
Anthropic Is Worth $1.4 Trillion on Paper. The $895 Billion Bill Comes Later.
Revenue is surging. The compute commitments that enable it are the real variable traders need to price.
PepsiCo Is Cutting 1,000 Jobs. Here Is Whether the Dividend Makes It Worth Buying.
The restructuring is real, the activist is still watching, and the yield is near a decade high. The question is…
Nvidia Is Flat for 2026. The Scandal Is Only Part of the Story.
Congress set Nov. 11 as Jensen Huang’s answer-or-subpoena deadline. The valuation question matters too.
Moderna’s Cancer Vaccine Worked. Here’s What’s Next.
A Phase 3 win in melanoma, Q3 revenue of $1.3B, and Analyst Day on Nov. 12 put the next 24…
On Holding Beat Q3. Now Comes the Real Question.
With Nike shrinking and HOKA slowing, On's 17% constant-currency growth makes it the only large athletic brand still taking share.
October CPI Lands at 8:30. A 50bp December Hike Is Back
Fed Governor Waller said 0.3% core CPI could justify 50bp in December