Four straight beats, conservative guidance, and three launches converge before Tuesday’s open.
Your Japan Gain Is 55%. Now the Yen Decision Gets Hard.
A BOJ hike to 1.25% changes the currency math after the Nikkei's extraordinary run.
Own the Spread, Not the Barrel
Russia’s diesel limits may run longer while Brent softens. The diesel-crack trade stays the cleaner position.
A Great Story. But Is SPCX the Right Stock?
Musk just pulled Starmind forward by a year. The question investors need to answer is whether the upside belongs to…
WDAY Reports Tonight. Silver Lake Clock Is Running.
Four straight EPS beats, buyout talks setting a floor, and agentic AI ARR near $500 million: Workday's Aug. 27 report…
Revolution Medicines Built a Platform. Rasonque Is the Opening Move.
The RAS franchise that could reshape pancreatic cancer, then move to lung and colorectal cancer.
72 Hours That Set September’s Tone
Nvidia's guide today, PCE at 8:30 Friday, Warsh at 10:00: here are the exact levels that matter before the calendar…
Your T-Bill Ladder Has a New Ally
Bessent’s Treasury twist and the GENIUS Act are reshaping the short end. Here is what cash holders should know.
What Nasdaq Multiples Don’t Price In
Taiwan’s record $35 billion defense budget puts a price on tail risk. The question is whether chip stocks reflect any…
ADM’s Origination Machine Has Its Moment
With the Black Sea shutting down and India reopening, the question is whether ADM's global grain network converts the chaos…