Goldman Sachs Is Down With the Group. That May Be the Buy.
CEO succession clarity and a record deal calendar make GS compelling as rising long-term rates knock the sector lower.
Eaton Paid €810M for Factory Slots. That May Be the Point.
The COL Group deal is not about Italian switchgear. It is about who controls delivery slots when lead times run…
Yanbu Is Burning Again. Here Is Who Wins and Who Pays.
With Brent near $107 and Saudi Arabia's Red Sea outlet now contested, the Yanbu strike reshuffles winners and losers across…
The Bond Market Has Voted on AI. Equity Investors Disagree.
AI bonds now yield about 37 basis points more than the broad IG market. One of those markets is badly…
Micron Reports Wednesday. $31 EPS Is the Floor.
With Q4 earnings on September 30 and guidance already at $50 billion, the question is how far above the bar…
Microsoft’s $115.9B AI Spend Finally Has a Product
A rebuilt Copilot with Code and Autopilot is Microsoft’s clearest case yet for its AI capex.
Lilly Just Crashed Novo’s Party in Once-Weekly Insulin
Onswik's FDA approval ends Novo Nordisk's six-week run as the only once-weekly basal insulin on US pharmacy shelves.
MercadoLibre Hits $10B Revenue. Stock Is Off 31%.
Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.
Japan’s Bond Yield Is at a 30-Year High. So Are Europe’s. That Changes the Trade.
When Tokyo, Paris, and Washington sell off together, this is global, not just Treasuries.
Oracle and Akamai Just Showed Which AI Companies Will Survive
Two filings on Sept. 24 show who can fund AI with cash flow