CLF and Steel Dynamics report Monday. The trade moat is real. The question is whether CLF can survive long enough…
Category: Politics
The Ocean Floor Has the Battery Metals. The Engineering Bill Is the Hidden Risk.
TMC and Allseas just locked in a commercial production deal. The contractor math tells a different story than the permit…
Medicare Just Got More Complex for 2027 Enrollment
Fewer plan choices open Oct. 15, and Humana’s star surge is moving stocks.
ASML’s $13.2 Billion Quarter Is Not the Point
Wednesday’s bookings figure is the key read on 2027 AI chip capacity.
PepsiCo Reports Today at a 16x Multiple
The stock is down about 10% in 2026. North America is the focus.
Palantir Has Beaten Estimates 9 Times Straight. The 10th Is Nov. 2.
Revenue is compounding near 90%. The valuation is the argument.
Goldman’s Corner Office Is Changing. The Investment Case Isn’t.
Record earnings, a growing dividend, and a seasoned successor make Goldman’s succession story a non-event for patient capital.
Lindt Slashes Its 2026 Growth Outlook. Europe Is the Problem.
A second guidance cut since March points to weaker European demand, not cocoa.
Mirum’s Phase 3 Hepatitis Delta Data Drops Before the Bell
AZURE-1 topline results hit at 8:30 a.m. ET today, making MIRM a clean binary event
Lilly Tightens Its Diabetes Grip. Onswik Seals It.
With FDA clearance of a once-weekly insulin, Lilly now pairs GLP-1s, basal insulin, and an oral pill in one unmatched…