Nike’s Investor Day Is Its Biggest Test in Years
With margins at multi-year lows and On and Hoka still gaining ground, Tuesday's presentation is management's moment to prove the…
Berkshire’s $9.6 Billion Buyback Tells You More Than Its 13F
Monday's 13F filings show who owned what before the AI hit. Here is why Berkshire's actions matter more than its…
The Trade Desk Is Down 64% From Its High and Just Beat Estimates by 13%
Revenue came in $85 million above consensus, the CEO spent about $148 million on the stock in March, and a…
Generali Beat the Profit Forecast. One Key Number Did Not.
Italy's biggest insurer posted a 12% earnings rise, but slowing Q3 momentum and a life new business value miss keep…
Allianz Raised Its 2026 Profit Target to €18.6bn. PIMCO Drove the Beat.
Asset management, not underwriting, did the heavy lifting in Allianz's record nine-month result.
PepsiCo Is Cutting 1,000 Jobs. Here Is Whether the Dividend Makes It Worth Buying.
The restructuring is real, the activist is still watching, and the yield is near a decade high. The question is…
Valero’s Refining Margin Tripled. Diesel Crack Still Near $100.
With Russian refining capacity under attack and the 3-2-1 crack near $45, the structural case for VLO is stronger than…
Jabil Built the AI Data Center. Its Stock Is 42% Below Its High.
With $22.1 billion in AI revenue guided for fiscal 2027, the contract manufacturer behind hyperscaler infrastructure still trades at less…
Every Sector Up, Small Caps +3%: Does This Rally Know Something?
Monday's S&P 500 surge was about as broad as they come. The bond market, the VIX spread, and a Fed…
TSMC October Revenue Surged 60%. AI Orders Never Slowed.
A record NT$586.9 billion month challenges the story behind the SOX’s slide from its June 22 peak.