A $2.2 billion Zantac settlement did not stop GSK beating estimates, reaffirming guidance, and generating £2.1 billion of free cash…
Royal Caribbean Beats EPS but Misses Revenue. Shares Drop 7%.
With $6.1B due by end-2028 and a $3B Sandals deal, the question is whether guidance holds.
Starbucks Has Four Quarters of Growth. Now It Must Prove More.
Thursday's fiscal year-end report tests whether the turnaround sets a credible 2027 bar, or reveals what it cost.
Japan Inflation Cleared 2%. December Is the Yen Carry Risk.
The BoJ likely holds Oct. 29-30, but economists now skew to a December hike, and the consequences for US rates…
NiSource Just Locked In 20 Years of Microsoft Revenue. What to Check Before You Buy.
A 1,100 MW deal with Microsoft makes NiSource an AI power play, but diligence goes deeper than the headline.
Silence Therapeutics Just Showed What a Western RNA Platform Is Worth
Beijing moved to wall off Chinese siRNA platforms as Merck KGaA paid a 130% premium for a London-listed one
The Russell 2000 Is in Correction. The Dow’s Gain Hides Why.
Three indexes moved three directions last week. The loudest rate signal came from the one that fell hardest.
Volta’s $3.7 Billion GPU Loan Has No Bank Behind It
JPMorgan and Goldman walking away from the chip tranche is a credit-market verdict on AI collateral that equity investors have…
Schwab Posted Its Best Quarter Ever. Then the Stock Fell 4%.
Record revenue, record client assets, a 29% jump in adjusted EPS, and the market focused on the three words management…
Tesla Reports October 21. The Number That Will Move the Stock Is Not EPS.
Deliveries beat. Automotive margins are the real problem. And Goldman says the Cybercab update matters more than the quarterly financials.