The benchmark revision resets every assumption entering the most consequential data week of the year.
Biotech M&A Window Reopens: XBI and Mid-Caps Back in Play
Barclays says the freeze is over. AbbVie, Jazz, and SK back it up.
Who Buys a $2T Anthropic IPO?
Wall Street can underwrite the supply. Allocators still have to absorb it.
The Mortgage Rate Trap Tightens on Builders
A 10.5% drop in new home sales and rising hike odds set up the housing complex for a critical technical…
Who Absorbs the 15%: Hyperscalers, Margins, or Build Plans?
Nvidia’s memory cost pass-through forces a committee to weigh gross-margin dollars vs. percentage, and deployment vs. delay.
CLS Beat, Raised, and Got Sold Anyway. That Gap Is the Opportunity.
Celestica just posted its best quarter in company history. The stock is still 37% below its June peak.
The $40T Signal Gold Is Reading Correctly
The Treasury buyback surprise, $7.93T in cash, and a yield curve that just broke its own rules.
Five Dividend Fortresses for an Uncertain Market
When recession odds are debated and gold is near record highs, these five companies keep writing checks regardless of what…
The $65B Number Is About to Meet an Auditor
The public S-1 could land this month. How much ARR survives GAAP scrutiny?
The 20% Compute Tax Nobody Priced Into OpenAI
A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of building the world’s…