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.
Rocket Lab Reports Tonight. The Iridium Deal Is the Test.
Revenue expected near $257M and an $8B deal closing in 2027. Tonight's call sets the tone.
Pfizer Beat by 19%. The Patent Cliff Is Still Coming.
Four straight beats and raised guidance. But about $17B expires by 2030.
Occidental Has Repaid $8.6 Billion in Debt. Monday’s Earnings Show What It Bought.
With OxyChem gone and the balance sheet transformed, OXY's Q3 report tests whether Buffett's stake is turning this into a…