American Express Tests Whether Affluent Spending Holds
With consensus near $4.49 a share on $20.12 billion in revenue, the Q3 report is the clearest read yet on…
SLB’s Earnings Keep Falling Even as Brent Hits $113
SLB reports Q3 today with the bar set near $0.62 a share, and the numbers tell a story oil prices…
IBM’s Dividend Is Covered Twice Over. The Selloff Changed That Math.
A raised free cash flow outlook and a stock that slipped after earnings is an unusual combination, and income investors…
Bitcoin Can’t Hold $85,000. ETF Outflows Explain Why.
BTC is about 34% below its October 2025 peak, and spot ETFs keep bleeding cash.
Sutures Are Losing Ground. Medtronic Is Positioned to Profit.
Bio-synthetic adhesives are entering human trials, and the surgical sealant market is set to get more competitive.
CBRE Pays $1 Billion to Own the Firms That Wire Hyperscalers’ Data Centres
The acquisition of Onnec repositions CBRE well beyond real estate services, but the deal size barely moves the needle for…
RTX Has a $289 Billion Backlog. The Stock Is 16% Below Its High.
Raytheon's defense booking machine is running at full speed, but Q3 asks whether the engine can keep converting orders into…
3M’s Dividend Is Growing Again. Can PFAS Derail It?
With personal-injury claims still unresolved and the Solventum stake swinging reported earnings, income investors need to look past the headline…
AEP Locked In a 20-Year Google Deal. The Better Buy May Not Be AEP.
A $4 billion contracted plant outside AEP's service territory is a new kind of utility growth, and Bloom Energy is…
Jakarta’s $5.6 Billion Problem Is Bigger Than Jakarta
An MSCI governance shock shows how thin liquidity can break.