The revised deal shifts to cash, adds earnings on day one, and a rival bid confirms what these assets are…
121 Billion Extra Gallons of Gasoline, 26 Plaintiffs Suing
DOT's CAFE rollback cuts automaker costs while weakening the policy support for EV investment.
Moderna Is Up About 500% in 2026. Oct. 24 Could Double It or Erase the Rally.
Full Phase 3 melanoma data arrives at ESMO on Oct. 24. Investors have priced a conclusion without seeing the curves.
Every Jobs Number This Morning Leads to a Different Fed
The September payrolls report decides whether the 10-year’s 24-year high holds or breaks, and which sectors you want to own…
Transformer Lead Times Are 3 Years. The Winners Have Contracts.
GE Vernova, Eaton, and Siemens Energy are locking in supply. Backlog math is the tell.
Walmart Depots Are Rewriting Strip Mall Rent
Walmart’s depot rollout is testing strip mall co-tenancy logic.
Consumer Confidence at 81.9: Fuel Shock or Spending Recession?
Portfolio managers are splitting retail into two camps. Tuesday’s data forced that choice.
Conagra’s $0.28 Quarter Arrives as Confidence Hits a 12-Year Low
CAG reports before the open today, with high freight costs and a demand backdrop packaged food hasn’t faced since 2014.
Nvidia’s $235 Billion Buyback Signals Confidence
After repurchasing $39.8 billion in the first half, Nvidia added $150 billion to its authorization through fiscal 2028.
Kodiak Sciences Proved Its Eye Drug Works. Now the Question Is Dosing.
With 54% of Zenkuda patients at six-month dosing and a Q4 BLA plan, the stock surge may be the start,…