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?
Sysco’s $29 Billion Deal Shows What EPS Accretion Costs
$1B stock sale at a discount, $21B debt, buybacks paused
Novo and Lilly Hit Record Obesity Pill Scripts. Own Both
Weekly prescription data is now Wall Street’s favorite scoreboard, but long-term investors need a different lens.
Valero Turned $714 Million in Profit Into $3.7 Billion. Oil at $108 Keeps the Clock Running.
A record Q2, a bigger buyback, and Brent above $100 make refining a straightforward oil trade.
Cisco, Arista and Ciena Are Better Entry Points in AI Wire
Friday's rotation into networking was the week's clearest signal. Here's how to play it without paying Lumentum's price.
Eli Lilly Is Turning Its Obesity Billions Into a New Company
GLP-1 cash flow is funding bone health, endometriosis research, and a global pill rollout, a masterclass in converting one franchise…