Enterprise software consolidation is accelerating in 2026, and the companies selling point solutions are the ones paying the price.
The Nikkei Looks Cheaper Than the Nasdaq for AI. The BOJ Could Change That.
Japan's index is up sharply, but what you kept depended on whether you hedged the yen.
S&P 500 Earnings Are About to Test the Rally Beyond Tech
Analysts see 29.5% growth and all 11 sectors contributing this season.
DraftKings Jumped 8% on the BofA Upgrade. The Real Question Hits in November.
Cannibalization fears are unresolved, a defined-risk call into earnings beats chasing the pop.
Retailers Are Spending Millions to Watch Every Checkout Lane
The vision AI vendors winning loss-prevention deals face BIPA risk that many investors are not pricing in.
WEC Energy Has a Nuclear Deal Nobody Else Can Match
Oracle’s plan to absorb about $300 million in Point Beach fuel costs puts WEC at the center of Big Tech’s…
Amazon Is the Hedge Fund Consensus. Here Is What the Numbers Say.
Viking Global tripled its stake. Renaissance added $546M. Q2 13F filings show Amazon as a major accumulation story heading into…
Apple’s $5.72 Billion Verdict Is a One-Time Number
With iPhone 18 Pro up 12% in China and AAPL 3% off its high, the patent case deserves a closer…
India May Raise Rates Tuesday, First Hike Since Feb. 2023
The RBI decision lands Tuesday morning. Watch the rupee and Indian bank stocks before the U.S. open.
Novartis Just Bet $575 Million That mRNA Can Replace CAR-T Factories
A Chinese biotech's injectable therapy aims to match cell therapy, without a $400,000 bill.