FedEx Spent $8.9 Billion on InPost. Here Is What It Has to Earn Back.
The parcel-locker buyout is closed. Now the return-on-investment math begins.
Top News
ChargePoint Surged 75% After Earnings. Q3 Is the Real Test.
A record 38% non-GAAP gross margin and 18% revenue growth triggered the biggest one-day jump in CHPT’s history. Whether it…
GTCR Is Buying SPS Commerce. The Stock Still Hasn’t Priced It In.
A credible private equity bid and 17 times earnings can help underwrite your downside.
Duolingo Told Citi Its Revenue Slowdown Is Intentional
At the Global TMT Conference, von Ahn framed the DAU race to 100 million as the only metric that matters…
395 Breached Orgs Show AI Attacks Are Here. Can CRWD, PANW, and ZS Sell the Fix?
The GreyNoise PaperCut campaign ends the threat debate. Can budgets move?
Bath & Body Works Could Be Sold. Options Beat the Stock.
Barington's stake is too small to force a deal, but a long-dated call spread gives you upside if private equity…
The 30-Year Treasury Is Paying 5.2%. Here Is What That Means for Your Portfolio.
This week’s 3-, 10-, and 30-year auctions offer rare income levels and they reset the hurdle for stock returns.
Guardant Health Gains a Companion-Diagnostic Role in AstraZeneca’s Breast Cancer Approval
The FDA approved Guardant360 CDx alongside camizestrant, and that shifts the testing volume math.
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…
One Stock Deserves Your Attention This Week
Trump’s June disclosure named four companies. Only Visa stands on its own merits right now.