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…
AVGO Reports Wednesday. The $16B Line Is the Only One That Matters.
Broadcom's fiscal Q3 results land Sept. 2, with AI semiconductor revenue guidance at a make-or-break level.
Frontline’s $2.61 Dividend Is Earning Its Keep. The Question Is What Happens Next.
With a key VLCC route near WS570 and one-year charters locked at $120,000, the real debate is how Hormuz diplomacy…
The $812 Monthly Payment Is Telling You Something
August auto forecasts show an affordability squeeze far beyond the showroom floor.
Long the Spread, Not the Barrel
Russia’s diesel export ban runs to Sept. 30. ULSD cracks stay the trade, and complex refiners are the cleaner expression.
Lenacapavir Is Now a Platform. Is GILD Priced for It?
Bixlenvo's approval reframes the LOE debate, and the multiple may not yet reflect what lenacapavir is becoming.
The Vanguard Effect Has a New Target
How a reported $4.6 billion acquisition makes custody the next casualty of vertical integration.