Caterpillar Has a $72 Billion Backlog and Q3 in Four Weeks
CAT returned about 78% in the past year, has pulled back, and reports Oct. 29 as data center power demand…
Job Openings and Consumer Confidence Could Shift October Fed Odds
With the 10-year near a 19-year high, today’s 10am data tests whether Warsh hikes again
Nike at $36 Before Thursday: What the Turnaround Still Has to Prove
Three numbers from Elliott Hill's earnings call will determine whether this is a long-term buying opportunity or a value trap…
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…
American Airlines Just Added $1 Billion to Its Fuel Bill
Trump’s rejection of Iran’s Hormuz plan erased Friday’s relief rally and puts AAL, UAL, and the sector in the crosshairs…
ADARx Opened at $22. It’s Already at $19. Is ADRX Worth Buying Now?
The biotech IPO class of 2026 has held up better than expected. ADARx’s first-week fade puts that promise to the…
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.
Staples Giants Squeeze Profits as Shoppers Feel Broke
Volume is stalling, sentiment is near a cycle low, and P&G margins still hold near 50%. Here is what that…
Japan’s Bond Yield Is at a 30-Year High. So Are Europe’s. That Changes the Trade.
When Tokyo, Paris, and Washington sell off together, this is global, not just Treasuries.
New Home Sales Hit 684,000. Builders Paid for Every One.
The eight-month high looks better than it is: prices fell 5.8% from a year ago, supply sits at 8.5 months,…