With Q3 earnings due October 20, the key question is whether da Vinci's compounding logic has changed.
What Blackstone Is Betting On With Anthropic’s 10% Coupon
Project North Star’s junior debt yield is Wall Street’s latest price on AI compute risk.
Albemarle Just Got a 33% Upside Call. The Grid Is Why.
Mizuho's upgrade of ALB isn't about EVs. It's about grid storage.
Kimberly-Clark’s $48.7B Kenvue Deal: What Comes With Tylenol
EU regulators cleared the deal with a divestiture. Now Kimberly-Clark inherits a consumer health empire, plus Tylenol litigation risk.
Nvidia Is Inside the DOE’s $2.4 Billion Science Push. Most Others Are Not.
The Genesis Mission supply chain is narrower than the headline suggests, and that matters for investors.
Lilly’s Next Drug Posted Record Weight Loss. Filing Due Q1.
Retatrutide posted the biggest Phase 3 weight loss on record. Q3 earnings call is Oct. 29.
Deutsche Telekom’s AI Plan Pays You a €1 Dividend to Own T-Mobile US
With €2.5 billion in AI cost savings targeted by 2030 and up to €9.8 billion in shareholder returns this year,…
Intel Can Fill Half Its Orders. That Gap Is the Trade.
Tan’s supply admission is the real driver. Q3 results are where it proves out.
Wendy’s Major Franchisee Meritage Files for Bankruptcy
Meritage's Chapter 11 covers 314 restaurants and 9,000 jobs
Nike Reports October 1 at a 12-Year Low. What Bulls Need to See.
With its S&P 100 exit effective Sept. 21, Q1 FY2027 is the first big test of Elliott Hill's turnaround.