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.
Diesel at $6 Is Splitting Freight and Farm Budgets
Truckers with fuel-surcharge contracts can pass costs along. Farmers and construction operators cannot.
Valero Turned $714 Million in Profit Into $3.7 Billion. Oil at $108 Keeps the Clock Running.
A record Q2, a bigger buyback, and Brent above $100 make refining a straightforward oil trade.
Eli Lilly Is Spending Its Obesity Billions on a Women’s Health Bet
GLP-1 cash flow is funding a new franchise in bone health and endometriosis, while the oral weight-loss pill Foundayo races…
Super Micro Has $60B in Orders. The Stock Trades Like It’s Forgotten.
Oracle’s capex guidance sent Dell and HPE up about 12% Friday. Supermicro rose ~7%, despite an order book that dwarfs…
Mortgage Rates Hit a 14-Month High. Housing Pays for It.
Freddie Mac’s 30-year rate climbed to 6.76% for a third week, and with the 10-year yield near 5%, homebuilders and…
SoftBank Is Borrowing From Japanese Households for OpenAI
A record ¥1 trillion retail bond at 4.75% shows how Son is funding a giant AI bet.
Intel Has Already Doubled. The Factory Is the Only Question Left.
Dell's 122% server revenue jump shows CPU demand is rising. Whether Intel's foundry can stop losing about $2 billion a…