A roughly $12 billion approach from Gen Digital put a floor under GDDY. The underlying business already justified a closer…
Ford and GM Fell on China Fear. TD Cowen Says That Was a Mistake.
The selloff pricing in a Chinese EV invasion ignores structural guardrails that are still firmly in place and a summit…
The Rare Earth Sticking Point That Could Sink Thursday’s Summit
Markets are priced for a deal. Beijing's Japan curbs suggest the terms are nowhere near settled.
Apollo’s $20B DePuy Synthes Bid Tests Big PE Buyouts
Whether Apollo can finance a deal this large at today’s rates could say more about J&J’s breakup value than the…
APP Is Down 53% This Year. Citi Sees 91% Upside in 90 Days.
Wall Street is split on AppLovin's stock slide versus its 84% EBITDA margin.
Revvity Hits a 52-Week High as Healthcare Stocks Slide
At Baird's conference, Revvity backed its H2 backlog conversion story.
The 10-Year Treasury at 5.02% Just Handed Traders a Forced Rotation
With yields near a 19-year high and the FOMC meeting underway, the bond market is doing the sector sorting for…
McKesson’s $15B GLP-1 Quarter Proves the Margin Story Is Real
GLP-1 distribution revenue surged 24% year over year in Q1 FY2027, but the more important number is what it did…
AST SpaceMobile Is Building a Phone Network in Space. Thirteen Satellites Say It’s Working.
BlueBirds 11 through 13 launched August 5, European carrier trials are live, and 2026 revenue guidance is $150 million to…
SailPoint Is the Security Software Stock That Benefits Most From OpenAI’s Scariest Model
Wednesday’s earnings arrive six days after GPT-6 Astra crossed a threshold that makes identity governance more urgent than ever.