The 13% MRVL selloff is less about lasers and more about what the buy side will no longer tolerate at…
Category: Business
Brent at $115 With a Clock Running: Trading Oil Into Nov. 3
A Wall Street Journal report tied Iran strike risk to Nov. 3, sharpening the war premium and the split between…
Royal Caribbean Beat Estimates for Six Straight Quarters. Today Is the Seventh Test.
RCL reports Q3 before the bell with Wall Street expecting $6.38 per share, but debt maturities and a $3 billion…
Micron Is Locking In Memory Buyers Through 2031. That Changes What the Stock Is Worth.
Long-term contracts backed by $150 billion in committed revenue are quietly converting the most cyclical chip business in the world…
The Cloud Revenue Growth Rate Is the Only Thing That Can Justify $730 Billion
Microsoft and Alphabet report Oct. 28, Amazon and Intel Oct. 29. Investment committees need one number from each of them.
PANW’s Quantum Firewall Bet Is Now a Carrier Play
The AT&T partnership could turn post-quantum into revenue, and the stock has not fully priced it.
Disc Medicine Surged 70%. Is IRON Still Worth Buying Today?
APOLLO delivered. A $350 million equity raise the same night changes the math for new buyers.
Amazon Is Paying $7 Billion for Decart. Two Other Buyers Already Said No.
The full-acquisition structure signals a regulatory strategy.
UK Gilts Are Telling the World’s Bond Markets What’s Next
The 30-year gilt at 6.036% and the US 10-year at 5.24% are moving together, and the October 28 Budget is…
Delta’s Premium Bet Just Faced Its Biggest Fuel Test
A $2.01 adjusted EPS beat shows what premium cabins and AmEx do when fuel spikes.