Strip out Q1’s tariff benefit and the question is whether full-size trucks can still carry GM’s margins.
Anthropic’s IPO May Be Weeks Away. An FTC Subpoena Raises the Stakes.
The FTC's consumer-protection probe lands as Anthropic targets a $2 trillion IPO valuation, and confidentiality does not shield investors from…
Hengrui Is Supplying Big Pharma’s Pipeline. Now It Wants the Upside Too.
With $139.4 billion in Chinese drug licensing deals this year, the question for healthcare investors is who actually owns the…
Eli Lilly Rose 4% as Tech Sank. Here’s Why Earnings Matter.
Wednesday’s rotation out of AI and into pharma had a clear winner, and Lilly has the numbers to make the…
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.
ASML Just Posted Its Best Quarter Ever. The Stock Fell 3%.
Record revenue, a 57.5% gross margin, and strong Q4 guidance. The selloff may be the opportunity.
Williams Says 2027 Is Safe. CPI Decides If He’s Right.
September inflation lands today, and the core reading tests the Fed’s split on 2027.
Vertical Farms Are Becoming Power Suppliers. The Heat Is Why.
Thermal capture is turning food facilities into grid assets.
Nvidia Put Real Money Into DOE’s Genesis Mission. Google and Amazon Put In Far Less.
The $2.4 billion headline obscures a wide gap between firms with large commitments and those offering modest credits.
Kalshi and Polymarket Face a Licensing Test as the CFTC Redefines Swaps
The October 20 comment deadline is the moment futures exchanges with existing licences find out whether they own this market.