When server processors surge past Nvidia in one session, investors have to ask whether GPUs are still the scarce asset.
Pfizer Pays Zero on September 29. Rivals Pay 100%.
A Section 232 deadline turns tariff differences into real costs in eight days. PFE is on the right side of…
The AfD Keeps Winning in Germany. Here Is What Traders Must Price In.
With Merz calling Sunday's CDU result a 'disaster' and the AfD now winning back-to-back state elections, German equities and Bunds…
SpaceX Delayed Starship to Sept. 28. Rocket Lab and Intuitive Machines Paid More for It.
SPCX slipped 1.4% on the pushback, but RKLB and LUNR fell harder. Here is what traders need to track before…
Salesforce Raised Its Revenue Target to $63 Billion. The Stock Is Still 34% Off Its High.
Dreamforce delivered hard numbers: Agentforce ARR up 240%, Q3 cRPO guidance at 14%, and a FY2030 target that more firms…
Palo Alto Beat Estimates. Now It Has to Justify the Price.
Revenue jumped 34% in fiscal Q4 and Q1 guidance topped expectations. The debate is whether valuation leaves any margin for…
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.
Uber Bet Billions So You Pay Less Per Mile
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…