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…
Economy
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.
Southern Company Has Google Paying for Its Nuclear Upgrades. That Changes the Investment Case.
The Google-Georgia Power deal shifts who bears the cost of AI power growth, and SO shareholders may be the quiet…
The Merz Trade Is Cracking. Bunds Have Not Noticed Yet.
Equity managers bought Germany on defence spending and reform. Sunday's state results put the man behind both promises in doubt.
The Fed Just Hiked. Now 10 Officials Explain Why Another One May Come.
With no CPI, no payrolls, and the 10-year back at 5.00%, Fed speakers matter most this week.
Nscale’s $103 Billion in Contracts Has a $1 Billion Problem
The S-1 shows only $2.6 billion of that total was active as of Aug. 31, and the Anthropic deal needs…
Chevron’s Venezuela Bet Is $7 Billion. Oil at $91 Is the Variable.
Record Q2 output, a plan to double Venezuela production, and 38 straight years of dividend growth make CVX compelling. The…
Brent Is Above $101. Novorossiysk Is the Risk Wall Street Misprices.
Ukraine’s strike adds a different supply risk than US-Iran tensions, and the market is treating them as interchangeable.
Novartis Bought a Platform. The Lead Drug Just Failed. Now What?
The del-desiran miss raises a question large-cap pharma investors dodge: how much of a share price is pipeline hope, and…
Tradeweb Processed $61 Trillion in August. Bond Chaos Is Its Business.
When yields swing and portfolios reposition, Tradeweb collects a fee on every trade, and August’s data shows how durable that…