American, United and Southwest opt for capacity trims as jet fuel hits $4.71 a gallon.
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…
The S&P 500 Has 4.6% of Upside Left. That Changes How Much Risk You Should Carry.
Yardeni's cut to 7,900, the Fed's rate hike, and sovereign fund warnings have compressed the reward side of the trade,…
The 10-Year Treasury at 5.02% Just Handed Traders a Forced Rotation
With yields near a 19-year high and the FOMC meeting underway, the bond market is doing the sector sorting for…
Oracle Spent $28.5 Billion in One Quarter. Revenue Is Catching Up.
Cloud infrastructure up 121% to $7.4 billion and a $90 billion guide are the first real answers Oracle investors wanted.
The Iran War Has Taken $770 From Every U.S. Household
With diesel near a record $5.90 a gallon and August CPI due Friday, the fuel bill is reshaping where Americans…
Five Below Raised Guidance While Lululemon Sank. That Gap Is the Trade.
Five straight quarters of double-digit comps, 52 new stores, and a $600 million buyback make Five Below the clearest buy…
Intuit Is Down About 45% and Just Grew Revenue 14%
INTU's fiscal 2027 outlook spooked investors last week. The business looks sturdier than the chart. But the AI threat is…
GEV Has a $176B Backlog. The EPS Miss Is Not the Story.
GE Vernova's Q2 EPS miss sent shares lower. The order book shows investors focused on the wrong number.
Dell Reports Tuesday. One Line Decides Everything.
AI server revenue of $16.1B in a single quarter was remarkable. The ISG operating margin at 10.5% was not. Tuesday’s…