Amazon Is 13% Off Its High. The Anthropic IPO Changes the Math.
AWS is growing fastest in 18 quarters, a $496B backlog is sold, and Anthropic could go public in 2026.
Caterpillar Has a $72 Billion Backlog and Q3 in Four Weeks
CAT returned about 78% in the past year, has pulled back, and reports Oct. 29 as data center power demand…
Job Openings and Consumer Confidence Could Shift October Fed Odds
With the 10-year near a 19-year high, today’s 10am data tests whether Warsh hikes again
Nike at $36 Before Thursday: What the Turnaround Still Has to Prove
Three numbers from Elliott Hill's earnings call will determine whether this is a long-term buying opportunity or a value trap…
Lilly’s Next Obesity Drug Could Outperform Everything It Sells
EASD 2026 opens in Milan today with retatrutide’s 20.8% data, eloraTZP’s Phase 2 debut, and Novo pushing back on two…
American Airlines Just Added $1 Billion to Its Fuel Bill
Trump’s rejection of Iran’s Hormuz plan erased Friday’s relief rally and puts AAL, UAL, and the sector in the crosshairs…
ADARx Opened at $22. It’s Already at $19. Is ADRX Worth Buying Now?
The biotech IPO class of 2026 has held up better than expected. ADARx’s first-week fade puts that promise to the…
Amazon Cuts Fulfillment Fees to Target Shopify Merchants
Amazon’s new fulfillment discounts and Prime delivery expansion pressure Shopify. Here is what long-term holders should watch.
Staples Giants Squeeze Profits as Shoppers Feel Broke
Volume is stalling, sentiment is near a cycle low, and P&G margins still hold near 50%. Here is what that…
Japan’s Bond Yield Is at a 30-Year High. So Are Europe’s. That Changes the Trade.
When Tokyo, Paris, and Washington sell off together, this is global, not just Treasuries.