Zhejiang supplier audits confirm a real robot bill of materials, but TSLA is about 26% below its December 2025 high.
Category: Top News
Apollo’s $20B DePuy Synthes Bid Tests Big PE Buyouts
Whether Apollo can finance a deal this large at today’s rates could say more about J&J’s breakup value than the…
The Senate Could Flip. What That Means for Healthcare and Energy Stocks.
Kalshi and Polymarket put Democrats around a 55-59% shot at the Senate. Allocators with two-year theses on managed care, energy,…
Square Loans Are Now Block’s Quiet Growth Engine
Merchant lending is expanding into territory banks won't touch, and the math helps explain why Block keeps raising its outlook.
Gold Keeps Falling Into a Rate Hike. Real Yields Explain Why.
With 10-year TIPS at 2.55% and the Fed expected to hike Wednesday, the math working against gold, silver, and the…
Intuit Is Down 55% From Its High. The Numbers Say the Selloff Missed the Story.
With 14% revenue growth, 20% EPS growth, and a $5.5B buyback, INTU's AI-disruption discount has become an argument for owning…
India’s NSE Is Going Public at $46bn. Does the Price Match the Business?
The world's largest derivatives venue by contract volume may finally list. Here is how disciplined investors should think about owning…
OPEC+ Froze October Oil Output at 31.01M Barrels. Q4 Is Wide Open.
The first pause in six months removes a near-term supply overhang, but the group said nothing about November or December,…
Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely.
Fiscal Q4 earnings are expected Sept. 24, and Jabil has raised its FY2026 AI revenue outlook to about $13.6B. The…
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.