Monday’s data raises the bar for holding steady into Friday’s payrolls.
Estée Lauder’s Margins Just Proved the Turnaround
A beat on sales and a 230-basis-point gross margin jump give patient investors the first clean confirmation that the restructuring…
Novo Nordisk Is Bleeding Profit to Win Obesity. Amgen Isn’t.
With MariTide running nine Phase 3 studies, Tuesday’s earnings may be the cheapest entry into the obesity race.
Analog Devices Reports Nov. 24. Industrial Restocking Still Waits.
With over half of ADI’s industrial subsegments still 10%+ below consumption and Q4 EPS guided to $3.71–$4.01, the cycle may…
Tesla Shareholders Hold the Only Real Veto on a SpaceX Merger
Not voting counts as a no. Here is what you would give up, and gain.
Biotech Rose 4.3% the Week Software Fell 5.9%
Friday's Gilead and Incyte gap-ups, against the Nasdaq's worst session since June, look less like a coincidence and more like…
Berkshire’s $365 Billion Is Earning Real Money. Monday Shows Whether Abel Spends More of It.
With the Nasdaq 100 in correction and Q3 results due before Monday's open, Greg Abel's cash discipline is both a…
Regeneron Reports Q3 2026 With a Clearer Dupixent Profit Share
The stock is down about 31% from its August 2024 high. Today's Q3 report should show what Dupixent is really…
Intel Beat Every Q3 Target. Then Its PC Business and a Factory Blast Hit the Stock.
Intel beat Wall Street on every Q3 metric that matters, then watched its stock sink hard in after-hours trading. That…
Tech Is Being Sold on Month-End. Tuesday Changes the Calculus.
Market Snapshot Nasdaq-100 futures tumbled about 2% heading into Friday’s open, the final session of October. The damage for equity…