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.
Anthropic Wants to Own Its Cost Base. Apollo May Be Its Landlord.
A 1-gigawatt lease from Apollo's Stream looks like cloud escape. The math is more complicated.
Three Numbers That Separate Bounce-Back Stocks
After a correction, some companies sprint back. The balance sheet shows why first.
MercadoLibre Hits $10B Revenue. Stock Is Off 31%.
Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.
Broadcom’s AI Revenue Tripled. Its Stock Is Flat.
AVGO trades near a technical bear market while guiding to $115 billion in AI revenue in fiscal 2027. The gap…
Brent at $106.60 Cuts Both Ways. Here Is How to Stay Long Energy Without Getting Caught Offside.
The Hormuz deal headline that pared crude's $108 spike also revealed exactly which energy names survive a reopening and which…
GD’s $136.5B Backlog Is the Story. The Execution Gap Is the Trade.
General Dynamics has a record backlog, but submarine throughput and Gulfstream completions set the ceiling on how fast that revenue…