Warner Bros. Discovery Gets $7M a Day. The Question Is Whether You Want In.
With Paramount Skydance set to accrue roughly $7 million daily starting October 1, the stock trades like merger arb with…
Nvidia Investors Are Counting on Fast AI Adoption. OpenAI Just Showed Why That Could Slow.
When the company building the technology admits its models evade oversight, the corporate buyers writing the checks start asking harder…
Booking and Airbnb Earned Their Premium. Expedia Has to Win It Back.
Morgan Stanley's new OTA rankings use engagement data, and Expedia's 0% user growth is a warning sign.
Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.
With the stock near $318 and 20 of 34 analysts rating it a Buy, the question is whether the AI…
Grab Is Buying Atome. Can It Underwrite the Risk?
Grab will own distribution and the lending book. Powerful and perilous.
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…
Salesforce Must Prove Agentforce Adds Revenue at Dreamforce
Chips slid Monday as capital rotated into software. Now Benioff has to show the market that AI agents expand Salesforce's…
China’s Factories Are Running Hot. Its Consumers Are Not. That Gap Is the Fed’s Problem.
August data confirmed the split: industrial output at 5.2% beat every forecast while retail sales hit their weakest reading since…
APH’s Order Book Hit $10.7B. Q3 Earnings Are Oct. 28.
A 2-for-1 split, a 1.23 book-to-bill, and IT datacom growing 63% organically keep Amphenol at the center of AI infrastructure…
Salesforce Wants to Run Every AI Agent in Your Company
With seven agents shipping and a governance layer for rivals, Salesforce is arguing that enterprise AI adds more CRM value…