The September payrolls report decides whether the 10-year’s 24-year high holds or breaks, and which sectors you want to own…
Transformer Lead Times Are 3 Years. The Winners Have Contracts.
GE Vernova, Eaton, and Siemens Energy are locking in supply. Backlog math is the tell.
Walmart Depots Are Rewriting Strip Mall Rent
Walmart’s depot rollout is testing strip mall co-tenancy logic.
Consumer Confidence at 81.9: Fuel Shock or Spending Recession?
Portfolio managers are splitting retail into two camps. Tuesday’s data forced that choice.
Conagra’s $0.28 Quarter Arrives as Confidence Hits a 12-Year Low
CAG reports before the open today, with high freight costs and a demand backdrop packaged food hasn’t faced since 2014.
Nvidia’s $235 Billion Buyback Signals Confidence
After repurchasing $39.8 billion in the first half, Nvidia added $150 billion to its authorization through fiscal 2028.
Kodiak Sciences Proved Its Eye Drug Works. Now the Question Is Dosing.
With 54% of Zenkuda patients at six-month dosing and a Q4 BLA plan, the stock surge may be the start,…
Micron Reports Wednesday. $31 EPS Is the Floor.
With Q4 earnings on September 30 and guidance already at $50 billion, the question is how far above the bar…
American Airlines Just Added $1 Billion to Its Fuel Bill
Trump’s rejection of Iran’s Hormuz plan erased Friday’s relief rally and puts AAL, UAL, and the sector in the crosshairs…
Starbucks to Close 250 Stores as Fiscal Year Ends
A $300 million restructuring charge hits in late September, complicating late-October earnings expectations.