Distillates are about 13% below the 5-year average, and the Saudi East-West pipeline is only partially back.
Novo Nordisk Beat Eli Lilly’s Drug in a Trial. The Stock Is Still Down 35%.
CagriSema outperformed tirzepatide in new phase 3 data released Sept. 21, an FDA decision is expected in Q4, and NVO…
Lennar Is Trading Below Book Value. Berkshire Just Paid $212 Million More.
Berkshire added $212 million of Lennar after the earnings miss. Here is what the land model and buybacks say about…
Brent Near $100. A Halted Moscow Refinery. Now Zelensky Meets Trump.
The Trump-Zelensky summit in New York is the single event most likely to move fuel prices before today’s close.
AMD, Arm, and Intel Reset the AI Trade
When server processors surge past Nvidia in one session, investors have to ask whether GPUs are still the scarce asset.
Pfizer Pays Zero on September 29. Rivals Pay 100%.
A Section 232 deadline turns tariff differences into real costs in eight days. PFE is on the right side of…
The AfD Keeps Winning in Germany. Here Is What Traders Must Price In.
With Merz calling Sunday's CDU result a 'disaster' and the AfD now winning back-to-back state elections, German equities and Bunds…
SpaceX Delayed Starship to Sept. 28. Rocket Lab and Intuitive Machines Paid More for It.
SPCX slipped 1.4% on the pushback, but RKLB and LUNR fell harder. Here is what traders need to track before…
Salesforce Raised Its Revenue Target to $63 Billion. The Stock Is Still 34% Off Its High.
Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms…
Palo Alto Beat Estimates. Now It Has to Justify the Price.
Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for…