Da Vinci 5 is taking most U.S. placements. Recurring revenue is $2.47B and growing. The drop reflects fear, not facts.
Which Multinationals Actually Earn China
Beijing’s latest stimulus rewards durable local franchises, not those hoping policy rescues cyclical demand.
Kohl’s Wednesday Report Is a Balance-Sheet Test
After Walmart’s comp-driven selloff, mid-tier retail’s tolerance for declining revenue has narrowed sharply.
WMT Dropped 9% on a Guidance Raise
Tariff refunds made the quarter. The Q3 guide reveals the margin question.
The Fine Won’t Break Meta. The Fix Might.
The real threat in Oakland is not the dollar figure. It is what happens to engagement if the court rewrites…
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
Brent jumped to about $90.9 on the Oman threat. The real question is what risk premium survives a deal, and…
Your Wallet vs. the Fed’s Next Move
A 9-3 vote, a 3.4% CPI reading, and a September decision that will price every loan you carry.
Washington Owns 30 Tech Stakes. Nobody Can Find the Ledger.
The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has no public address.
Chevron Is No Longer Just an Oil Company
Project Kilby, a 20-year Microsoft deal, and agentic robots on the Permian floor are rewriting what CVX actually is.
FIGS Surged 27% in One Week. Now the Math Starts.
A one-time $20.5M tariff refund and a Jordan WRO complicate margins.