A $1.5 billion wage commitment landing on the same day as the Fed’s first rate hike in three years puts…
Etsy Is Getting Re-Rated on AI. Here Is the Case for Buying It Now.
Three analysts are converging near a $90 target, and the bull case rests on whether smarter search converts more shoppers,…
China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.
August data confirmed the split: industrial output at 5.2% beat every forecast while retail sales hit their weakest reading since…
Bloom Energy, Everpure, and Illumina Face the Quarter’s Biggest Forced Flow
Friday is quadruple witching. Monday the S&P 500 swaps out three names. Here is who carries the buying pressure and…
Chipotle’s Beef Bill Is What Investors Actually Need to Price In
The cyclospora cloud has lifted. What remains is a margin squeeze that a 1-2% menu price increase may not fully…
Bessent Told Yen Shorts to Quit. How to Trade What’s Next.
A falling dollar alongside rising US rate-hike odds is the week’s biggest anomaly, and Tokyo’s yen defence has consequences for…
Expedia and Booking Just Got Sold Like the Traveler Is Already Gone
Tuesday’s travel-stock selloff shows who was crowded in, and who now has to exit
Russell 2000 Gained as September Hike Odds Jumped. The Level That Matters
Small caps closed at 2,975.65 while the S&P 500, Dow, and Nasdaq fell, and 3,000 now decides whether this small-cap…
A 66% Chance of a Rate Hike Should Change What You Own
ISM was fine at 54.6, but Prices Paid stayed at 71.1 and Governor Barr’s warning means cyclicals face a different…
ISRG Is Down About 33%. The Robot Is Still Winning.
Da Vinci 5 is taking most U.S. placements. Recurring revenue is $2.47B and growing. The drop reflects fear, not facts.