Barclays sees Humana flipping its largest Medicare Advantage contract to bonus status. The star ratings, with tougher cutpoints, will tell…
Oracle and Akamai Just Showed Which AI Companies Will Survive
Two filings on Sept. 24 show who can fund AI with cash flow
India’s NSE Listed Today. Here Is What the Flat Open Actually Tells You.
This ₹22,562-crore IPO was 100% secondary. That changes how you should read the debut.
Google Is Funding Southern Company’s Nuclear Upgrades
A new tariff lets Google cover uprate costs at Vogtle and Hatch
Dell Has a $95 Billion AI Backlog and Trades at 19x Earnings
Revenue up 58%, EPS up 203%. Next report is late November.
Apple’s iPhone 18 Pro Lead Times Jumped in Week Two
JPMorgan's data eased launch-day worry, and iPhone Duo pre-orders open October 16.
Nike’s 4.6% Yield Looks Generous. The Cash Flow Says Otherwise.
With free cash flow below the dividend and Oct. 1 earnings near, the payout is only as safe as the…
Netflix Has 38 Analysts Saying Buy. One Just Said Sell at $57.
Wells Fargo's downgrade rests on a single, rarely watched number. Whether that number is right will be clearer by January.
FedEx Cut 34 Jets and Closed Hundreds of Stations
The $1 billion in savings is banked. Can the leaner network hold up as volume returns?
Apollo’s $20B DePuy Synthes Bid Tests Big PE Buyouts
Whether Apollo can finance a deal this large at today’s rates could say more about J&J’s breakup value than the…