A Section 232 deadline turns tariff differences into real costs in eight days. PFE is on the right side of…
Alphabet Gets Six Years, Not a Breakup. Here Is the Price.
Judge Brinkema's unsealed 106-page ruling removes the divestiture risk from GOOGL, but installs a compliance monitor and a court-enforced rulebook…
UK Gilt Yields Just Diverged From the US. Here Is Why.
The BoE’s freeze on APF gilt auctions until April 2027 removes a supply pressure that has no equivalent in the…
VICI’s Ex-Dividend Day Is Today. The Yield Is 7.6%.
A fresh dividend raise, a 20% stock slide, and a 40-year lease book put VICI at the center of income-seeking…
Revvity’s Backlog Is the Reason Its 9% Rally Is Just Getting Started
While healthcare stocks sold off hard on Tuesday, RVTY closed at a 52-week high. The backlog behind that move is…
OpenAI Stays Private. Anthropic Heads to Nasdaq. What That Split Means for AI Investors.
Two of the largest capital decisions in tech history are moving in opposite directions, and the divergence tells you something…
McKesson’s $15B GLP-1 Quarter Proves the Margin Story Is Real
GLP-1 distribution revenue surged 24% year over year in Q1 FY2027, but the more important number is what it did…
Cisco, Arista and Ciena Are Better Entry Points in AI Wire
Friday's rotation into networking was the week's clearest signal. Here's how to play it without paying Lumentum's price.
Brent Fell on Friday. Oman Talks Monday Could Move It Further.
Iran and Gulf foreign ministers meet in Salalah as the IEA warns demand is shrinking at its fastest pace since…
ASML Got 3 Foundries to Commit. Best Chip Equipment Buy?
With TSMC, Samsung and Intel Foundry publicly tied to High-NA EUV timelines into the early 2030s, ASML’s position looks stronger…