Five Below Raised Guidance While Lululemon Sank. That Gap Is the Trade.
Five straight quarters of double-digit comps, 52 new stores, and a $600 million buyback make Five Below the clearest buy…
Dell Raised Full-Year Revenue Guide by $25B. Stock Up 300%.
A $95B AI backlog and a 43% EPS beat test what is in the price.
Ultragenyx Lost Nearly Half Its Value Overnight. Now a Review Begins.
The Angelman trial missed both endpoints, cost cuts loom, and an FDA decision is 16 days away.
Congress Cleared the Shutdown. Dec. 11 Is the New Risk.
The 370-48 House vote removes the Sept. 30 cliff, keeps the data calendar intact, and hands traders a fresh deadline…
Lockheed Martin Got a 7-Year Missile Order. The Stock Barely Blinked.
When the Pentagon commits to tripling PAC-3 and quadrupling THAAD output against an active Gulf conflict, a flat share price…
Goldman, Citi and BofA Want to Issue a Dollar Stablecoin. Their Own Fees Are at Risk.
The real question facing the 21-bank consortium is whether it cannibalizes the correspondent-banking revenue its members depend on far more…
JPMorgan Just Blinked. Goldman Is Holding the Other Side.
With hike odds near 60% and the 10-year around 4.75%, JPMorgan went cautious Monday. Goldman says that caution is misplaced.
The S&P 500 Enters September With a Fed Decision and $91 Oil
After a positive August and a 13.1% year-to-date gain, history says September can still be positive. The real threats are…
The Checkout Is Now the Content
Live commerce can convert up to 10 times better than ecommerce. The businesses that own the infrastructure stand to collect…
CIEN’s 22% Reset Sets Up Thursday’s Earnings Trade
Ciena beats estimates and gets punished. Four days before it reports again, the stock sits 22% below its post-earnings high.