A $300 million restructuring charge hits in late September, complicating late-October earnings expectations.
ADARx Raised $446M and AbbVie Bought In. What Biotech IPOs Do After Week One.
The 2026 biotech listing wave has a strong track record so far, but the pattern behind it matters more than…
Accenture Reports Thursday. One Number Will Decide Everything.
With bookings softening and the federal drag set to lift, ACN's fiscal 2027 guide is the market's first clean look…
Oura’s IPO Is 73% Insider Cashout. Is $13B Worth It?
Strong subscription growth. But most IPO money goes to insiders, not Oura.
MGM Resorts at $34 Is Worth More Than the Market Thinks
With Diller’s $48.30 bid gone, the case rests on a discounted EBITDA multiple, a maturing BetMGM, and a Japan resort…
Brent at $106.60 Cuts Both Ways. Here Is How to Stay Long Energy Without Getting Caught Offside.
The Hormuz deal headline that pared crude's $108 spike also revealed exactly which energy names survive a reopening and which…
The $349 Ray-Ban Is Now Meta’s Real Bet
Meta's audio-only Ray-Bans ship Oct. 13. They matter more to Reality Labs today than the $1,300 VR glasses due in…
Brent Climbed 2.4% on a Crude Build. Own the Refiners
Distillates are about 13% below the 5-year average, and the Saudi East-West pipeline is only partially back.
Novo Nordisk Beat Eli Lilly’s Drug in a Trial. The Stock Is Still Down 35%.
CagriSema outperformed tirzepatide in new phase 3 data released Sept. 21, an FDA decision is expected in Q4, and NVO…
Lennar Is Trading Below Book Value. Berkshire Just Paid $212 Million More.
Berkshire added $212 million of Lennar after the earnings miss. Here is what the land model and buybacks say about…