A house divided: JPMorgan de-risks into Sept. 16, wealth strategists see a hike, and Goldman still leans hold.
Category: Business
Copper Near $6.55, FCX Near Highs: Monday’s PMI Test
A second sub-50 China reading could hit commodities and EM risk just as positioning looks stretched.
HY OAS at 275bp: the number equities must watch
The spread level where credit stops being a tailwind and starts driving asset prices.
Medtronic’s Product Cycle Is Bigger Than the Street Admits
Four straight beats, conservative guidance, and three launches converge before Tuesday’s open.
Revolution Medicines Built a Platform. Rasonque Is the Opening Move.
The RAS franchise that could reshape pancreatic cancer, then move to lung and colorectal cancer.
72 Hours That Set September’s Tone
Nvidia's guide today, PCE at 8:30 Friday, Warsh at 10:00: here are the exact levels that matter before the calendar…
Cerebras CS-4 Claims 30x Speed. Now Talk Margin.
The speed claims may hold. The margin path and customer concentration are what investors are debating.
The Hormuz Deal Is Not a Reopening
Iran and Oman agreed on a shipping map. The fee buried inside it could change the oil trade permanently.
SMCI’s Margin Doubled. That’s the Number That Matters.
A revenue miss still sent SMCI up about 10%. Gross margin rising to about 17% is rewriting the investment case.
Nvidia Is Building a Trillion-Parameter Model. The Real Trade Is the Router.
Nemotron 3.5 Lightning and NeMo Switchyard shipped today. Nemotron 4 is next. The open-weight stack is becoming the API killer.