Duke Energy Reports Today. Data Centers Are Now Political.
With consensus at $1.88 a share, the number matters less than what management says about 7.8 GW of contested load…
Healthcare Stocks Are Up About 20%. The ACA Vote Is in the Price.
Democrats won Congress Tuesday, but Trump's veto pen means hospitals and managed-care names may have already priced in the best-case…
Coinbase and Circle Are Down 20% and 36%. How Much Is Warren’s Fault?
With Democrats confirmed to control the Senate, the debate is what part of COIN and CRCL ever depended on the…
DRAM Has Doubled. Is Micron the Buy, or the Warning Sign?
Memory is now rationed by contract, Korean producers plan steep PC output cuts, and Micron's financials look extraordinary. That combination…
Eaton Reports into a Selloff Its Own Numbers Contradict
With 41% rolling orders and 43% Electrical backlog, Eaton’s Q3 is the data-center earnings story that does not depend on…
Apple Reports Tonight. Margins Are the Real Story.
iPhone 18 Pro demand looks solid. The December guide moves the stock.
Estée Lauder’s Margins Just Proved the Turnaround
A beat on sales and a 230-basis-point gross margin jump give patient investors the first clean confirmation that the restructuring…
Dow’s Low-80s Operating Rates Are the Q4 Story the Market Is Misreading
Polyethylene utilization, not just pricing, will determine whether Dow’s $1.5 billion Q4 EBITDA target holds through the holidays.
Datadog’s Consumption Numbers Will Answer Enterprise AI
Datadog’s Nov. 4 report is a clear read on whether AI spend is turning into real, billable activity.
Gold Fell 3.4% on Stocks’ Worst Day Since June
When the go-to hedge sells off with equities, investors should ask what they actually hold.