Commercial sales grew 10.6% in fiscal 2026. That shift is what the stock price is actually pricing in.
Logan Says Two Hikes. The Bond Market Is Pricing Something Else.
The Fed's hawks have stopped fighting over December and started fighting over the terminal rate. That shift is what portfolio…
AppLovin Is Down About 70% From Its High. Wednesday’s Numbers Have to Explain Why.
The ad platform posts about 83% adjusted EBITDA margins and is gaining e-commerce share fast. The stock near its 52-week…
Prologis Has 5.8 GW of Power. Digital Realty Has 7+ GW More.
With SEGRO still in regulatory limbo, the next move targets what Prologis needs: proven data center scale.
Eli Lilly Can Keep Calling Its Obesity Drugs Stronger. Q3 Earnings on Wednesday Will Prove It.
A court loss for Novo Nordisk clears Lilly's marketing runway into open enrollment — right as the numbers that actually…
Black Sea Is Deadlier Than Hormuz in 2026. Markets Lag.
War-risk cover can reach 15% of hull value, and grain flows are still tightening.
Health Insurers Face a Second Premium Shock. UNH Still Makes Sense.
With ACA open enrollment starting Sunday and 2027 premiums rising another 15%, the managed care sector's pain is priced in…
ConocoPhillips Is Up 56% This Year. November 5 Could Push It Further.
With energy leading the S&P 500 over the past month, COP's 12.2 MTPA LNG book and 45% cash return commitment…
Bitcoin Is Down 34% From Its High. It’s Trading Like a Leveraged Nasdaq Bet.
October's ETF outflows tell a sharper story than the headline number suggests: investors aren't fleeing crypto, they're pricing risk.
IBM’s Dividend Is Covered Twice Over. The Selloff Changed That Math.
A raised free cash flow outlook and a stock that slipped after earnings is an unusual combination, and income investors…