The $216 million research charge hitting Q3 earnings today is the right kind of expensive: it is...
ServiceNow reported Tuesday night that subscription revenue rose 21%, total revenue hit $4.106 billion beating consensus, and...
The Bank of Japan says underlying inflation has hit 2% for the first time since 2013. Macro...
October 29, 2026 Bonus Content: Anthropic’s $518B Tab Could Outlast the AI Boom A note from our...
Eli Lilly reports third-quarter results this morning before the open, and the numbers arriving alongside the 10...
Prologis is building what Digital Realty already operates, and that gap keeps the deal logic alive.
October 29, 2026 Bonus Content: Volkswagen’s €5.8bn Loss Asks Whether Cheap Is Cheap Enough A note from...
Mastercard's Q3 report this morning tests whether Visa's slide was a one-off or a broader reset for...
Oil moved back above $115 on a report Washington may resume Iran strikes after Nov. 3. The...
The market’s verdict on Tuesday night was quick and blunt. Robinhood shares tumbled approximately 7% in after-hours...