Netflix Has 38 Analysts Saying Buy. One Just Said Sell at $57.
Wells Fargo's downgrade rests on a single, rarely watched number. Whether that number is right will be clearer by January.
Economy
Etsy’s AI Bet Is Real. The Consumer Headwind Is Too.
Oppenheimer’s $90 target cites shifting search behavior, but discretionary spending is the variable Wall Street can’t model away.
Diesel at $6 Is Splitting Freight and Farm Budgets
Truckers with fuel-surcharge contracts can pass costs along. Farmers and construction operators cannot.
Arista Just Had Its First $3B Quarter. The Next Act Is Bigger.
The switch maker that built its name in cloud data centers is now the backbone of AI infrastructure, and the…
Morgan Stanley Helped OpenAI Build the Tool That Could Replace Its Own Junior Bankers
Co-designing your own disruption is either the shrewdest capital allocation on Wall Street or a slow-motion surrender of the moat.
Anthropic Is Spending $135 Billion It Hasn’t Borrowed Yet
Nvidia holds the lease, Lambda holds the contract, and credit analysts have no income statement to read.
ASML Got 3 Foundries to Commit. Best Chip Equipment Buy?
With TSMC, Samsung and Intel Foundry publicly tied to High-NA EUV timelines into the early 2030s, ASML’s position looks stronger…
Goldman Wants OpenAI Rated Investment Grade. The Math Does Not.
That rating could open bond markets for OpenAI and shrink Nvidia’s $105B Ohio risk.
SoftBank’s Record 4.75% Bond Found Buyers in Japan
What it means when retail savers finance a massive AI bet
Citadel Wants to Own the Oil, Not Just Trade It
Ken Griffin’s shale push shows how top traders price Hormuz risk.