The 30-Year Treasury Is Paying 5.2%. Here Is What That Means for Your Portfolio.
This week’s 3-, 10-, and 30-year auctions offer rare income levels and they reset the hurdle for stock returns.
Palantir’s Revenue Nearly Doubled. Now the Price Has to Catch Up.
A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple above 110x still…
Guardant Health Gains a Companion-Diagnostic Role in AstraZeneca’s Breast Cancer Approval
The FDA approved Guardant360 CDx alongside camizestrant, and that shifts the testing volume math.
Ford’s Idle Battery Plants Could Be Worth $10 Billion. The Clock Starts in 2027.
Ford Energy turns a failed EV bet into grid storage, but investors are still paying $4 billion in annual losses…
Citadel Wants to Own the Oil, Not Just Trade It
Ken Griffin’s shale push shows how top traders price Hormuz risk.
Adobe’s New CEO Inherits a Creative Cloud Crisis
Adobe slid about 6.5% Friday. Here is what the Sept. 10 earnings report must show to change the conversation.
Five Below Raised Guidance While Lululemon Sank. That Gap Is the Trade.
Five straight quarters of double-digit comps, 52 new stores, and a $600 million buyback make Five Below the clearest buy…
Nvidia Just Spent $3.5 Billion to Own a Piece of Its Own Ecosystem
The MediaTek convertible bond is not a friendship gesture. It is Nvidia buying equity upside while quietly locking a rival…
Microsoft Finally Told Investors What Azure Is Worth
At $29.4 billion a quarter, Azure trails AWS by $12.8 billion and beats Google Cloud by $4.6 billion.
Banking’s Biggest Names Just Bet on Stablecoins
A 21-institution consortium targeting a 2027 dollar token adds pressure on Circle and Coinbase, but the bigger tension sits inside…