Credit desks price GPU collateral far below equities, and Broadcom’s $35 billion backstop shows what it costs to close the…
Boeing Won a $20B Navy Contract. Its Stock Is Down 30% From Its High.
The F/A-XX award makes Boeing the sole builder of both American sixth-generation fighters, but a MAX 10 software problem explains…
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
BASF’s €10.3bn Evonik Bid Is Rejected. The Spread That Matters.
Evonik closed at €19.84 on Monday, €2.31 below BASF’s offer price, and the gap shows what the market thinks happens…
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…
MGM Resorts at $34 Is Worth More Than the Market Thinks
With Diller’s $48.30 bid gone, the case rests on a discounted EBITDA multiple, a maturing BetMGM, and a Japan resort…
Micron Reports Wednesday With $50 Billion on the Line
Revenue up 346% year over year, HBM4 is shipping, and a valuation that still looks cheap.
Vicor’s Royalties Doubled Its Growth Guidance. Insiders Are Still Selling.
The licensing pivot is real and quantified. Whether the stock price already reflects more than that is the harder question.
Netflix Is Down 46% From Its High. The Ad Business Is the Entire Argument.
Wells Fargo cut its target to $57 on engagement fears. Other analysts disagree. Here is what the next session tells…
CoreWeave Brings Rubin NVL72 Online Before Rivals
A multi-rack Vera Rubin cluster is live. Can CoreWeave power the next wave?