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.
Economy
$56B Week Shows Where the Marginal Dollar Went
ETF flow data just flashed a leadership signal: hard assets are pulling capital that used to chase AI beta.
COIN Has a Sept. 15 Date With Congress
The CLARITY Act cloture vote is the one midterm event that could actually move Coinbase's earnings line, not just its…
Brent Fell When the List Went Public. That’s the Trade.
Operation Economic Outcast is now official, detailed, and priced in. Positioning around enforcement is different from positioning around headlines.
CRM Reports in Four Days. The Only Number That Matters.
Agentforce ARR grew 205% last quarter. August 26 reveals whether that was a peak or a floor.
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
Rambus Just Got Cheaper. The Market Is Reading the Wrong Number.
A 20% post-earnings drop on record revenue is not a verdict on the business. It is a timing misread on…
Five Dividend Fortresses for an Uncertain Market
When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what…
DE Is Up 32%. The FY2027 Order Gap Is the Risk.
Deere reports Q3 Thursday. The EPS beat is largely priced in. The end-of-period order signal decides everything.
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.