With 30-plus AV partners and big vehicle orders, Uber is building a cost structure that could make human drivers optional.
Warner Bros. Discovery Gets $7M a Day. The Question Is Whether You Want In.
With Paramount Skydance set to accrue roughly $7 million daily starting October 1, the stock trades like merger arb with…
Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.
A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals…
Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.
With the stock near $318 and 20 of 34 analysts rating it a Buy, the question is whether the AI…
Toyota’s China Future Is Being Decided in Beijing
A state-backed FAW-GAC share deal could unify Toyota’s two China ventures.
Eaton’s Transformation Is Real. Is the Price Justified?
Paulo Ruiz takes the Laguna stage today to defend a premium multiple as rates stay higher.
Diesel at $6 Is Splitting Winners From Losers Across the Economy
Freight carriers can pass the bill through surcharges. Farmers and construction firms largely cannot. That gap is the story investors…
Consumer Sentiment at 47.8 Gives the Fed a Stagflation Problem It Cannot Ignore
Inflation expectations hit 4.6% as confidence slides, and retail sales land hours before the rate decision.
Walmart’s Ad Business Earns More Than Stores Per Dollar
Walmart Connect is opening up distribution. The upside for WMT stock may still be underappreciated.
Eli Lilly Is Winning the Obesity Pill Race. Here’s Why.
Both oral weight-loss drugs just hit record prescriptions, but the underlying numbers point to one clear stock to own.