Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for…
Netflix Has 38 Analysts Saying Buy. One Just Said Sell at $57.
Wells Fargo's downgrade rests on a single, rarely watched number. Whether that number is right will be clearer by January.
Uber Bet Billions So You Pay Less Per Mile
With 30-plus AV partners and big vehicle orders, Uber is building a cost structure that could make human drivers optional.
Warner Bros. Discovery Gets $7M a Day. The Question Is Whether You Want In.
With Paramount Skydance set to accrue roughly $7 million daily starting October 1, the stock trades like merger arb with…
Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.
A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals…
Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.
With the stock near $318 and 20 of 34 analysts rating it a Buy, the question is whether the AI…
Toyota’s China Future Is Being Decided in Beijing
A state-backed FAW-GAC share deal could unify Toyota’s two China ventures.
Eaton’s Transformation Is Real. Is the Price Justified?
Paulo Ruiz takes the Laguna stage today to defend a premium multiple as rates stay higher.
Diesel at $6 Is Splitting Winners From Losers Across the Economy
Freight carriers can pass the bill through surcharges. Farmers and construction firms largely cannot. That gap is the story investors…
Consumer Sentiment at 47.8 Gives the Fed a Stagflation Problem It Cannot Ignore
Inflation expectations hit 4.6% as confidence slides, and retail sales land hours before the rate decision.