Defense Stocks Won’t Collapse After a Ukraine Deal. Here’s the Split.
Backlogs, NATO targets, and rebuilding needs make the trade after peace more complicated than the selloff suggests.
Verizon Reports Monday. Two Questions Decide the Stock.
Subscriber gains look real, but SpaceX just added a risk bulls may be underweight.
American Tower Is the Better SpaceX Trade. Here Is Why.
Tower stocks surged Friday on SpaceX lease reports. Only one deserves to keep the gain.
Oracle Equity and Bond Investors Are at War. Wednesday Is the Verdict.
CDS is near 300 bps and CoreWeave bonds yield about 15.6%. Oracle’s investor day must reconcile credit vs. equity views.
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…