A $1.8 billion Anthropic deal and a BofA upgrade rewrote this company's story in one quarter.
Category: Politics
Delta Reports Friday. The Fuel Story Changed.
A $2 billion cost headwind may be smaller than feared — and the summer travel season is peaking right now.
Boeing Is Up 3.5% Today. The July 28 Number Is What Actually Matters.
A Q2 delivery beat and Fitch upgrade have the stock moving. Free cash flow is the real test.
Datadog Just Crossed $1 Billion in a Quarter. The Market Is Pricing the Wrong Story.
DDOG is up 95% year-to-date. The real question is what the August 6 report actually reveals.
Vertiv Is Up 86% This Year. The Real Story Is the $15 Billion Backlog Nobody Is Fully Reading.
Q2 earnings arrive July 29. The margin math is more important than the revenue number.
The Biggest Utility Deal in History Just Closed. NEE Is Still Down From Its High.
NextEra agreed to buy Dominion for about $67 billion to dominate AI power demand. The stock has not caught up…
AI Just Conquered the Bond Market
The biggest structural shift in corporate credit in decades is happening in plain sight.
The Freight Recovery Nobody Is Trading
Four years of trucking pain may be ending. The pricing cycle that follows could be sharper than anyone expects.
Viking Therapeutics Is Sitting on a Q3 Catalyst Nobody Is Fully Pricing
Two fully enrolled Phase 3 trials and a data readout coming this summer.
CRM Is Down 30% and Still Buying Companies. The September 2 Earnings Date Is the Only Thing That Matters Now.
Salesforce has a $3.6B AI acquisition, a $25B buyback, a 205% Agentforce ARR surge, and a stock price sitting near…