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…
Agentforce Is Real. CRM’s Stock Price Hasn’t Caught Up.
U.S. Army rollout, 240% ARR growth, and a guidance raise still haven’t closed the gap between Salesforce’s fundamentals and its…
NetApp Reports Tonight. Dell Already Told You What to Expect.
Dell’s $95B AI backlog sets the backdrop for NTAP’s Q1 FY27 report after the close, and options still imply a…
Eli Lilly Keeps Spending. Its Core Business Has a Growing Problem.
The Merida deal adds to a $20 billion acquisition spree, but employer GLP-1 coverage is contracting and the market is…
CME Group Is the Stock to Own While the Fed Debate Rages
September hike odds rose from 35% to 58% in three sessions. CME's rates business earns on every tick of that…