Full Phase 3 melanoma data arrives at ESMO on Oct. 24. Investors have priced a conclusion without seeing the curves.
Category: Top News
Consumer Confidence at 81.9: Fuel Shock or Spending Recession?
Portfolio managers are splitting retail into two camps. Tuesday’s data forced that choice.
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.
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…
OpenAI Breached an Australian Medicare Site. Who Pays?
The incident puts every software vendor on notice, and Microsoft carries more exposure than its stock price reflects.
Valero, Marathon and Phillips 66 Just Got Two Reasons to Sell
A US diesel export ban and a Ukraine energy ceasefire both threaten refining margins, and traders need a plan for…
Moderna’s Cancer Factory Is the Real Story
A Phase 3 melanoma win proves mRNA oncology. Can it scale?
Fluence Energy Cut Its Revenue Forecast Twice. FY Ends in 12 Days.
FLNC fell about 15% Thursday after slashing FY26 revenue to $2.4B and widening its adjusted EBITDA loss outlook to $200M.…
Crude Drops $4 as Aramco Finds a Way Around Its Broken Pipeline
The war premium that drove oil toward $109 is unwinding. Not every energy trade unwinds with it.