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
Akamai Got $11.6B From Anthropic. It Also Gave Away a Piece of Itself.
The warrant Akamai handed its biggest customer changes the risk profile of this deal in ways the stock move alone…
Pacific Power Set a Price Tag for AI Power. Others May Follow.
Oregon’s new data center cost rule signals pressure at SO, AEP, D.
GRAIL’s Cancer Test Won the Safety Vote. Reimbursement Is the Bet.
A 6-4 split on effectiveness means FDA approval, if it comes, is only the first gate investors need to think…
Iberdrola Is Selling Half of a £4bn Wind Farm. Is That Good for the Dividend?
When utilities fund payouts by selling assets rather than earning more, income investors need to know the difference.