Adjusted EPS of $15.93, $7.75B in revenue, and $15.5T in AUM
Micron and SanDisk Both Fell. Only One Had a Real Reason To.
CXMT’s DRAM claim hit memory stocks, but SanDisk sells NAND and Seagate sells hard drives, so sort the mispricing from…
What Thursday’s Retail Sales Number Won’t Tell You
A +0.3% September headline can look fine. Real spending is the real test.
Homebuilders and Mortgage REITs Have Further to Fall
With the 30-year fixed at 7.40% and the 10-year at 5.24%, the sector's technical damage points to more downside, not…
Chevron Takes a $3-4 Billion Loss to Cut Its Bakken Costs in Half
CVX is handing back its Hess Midstream stake and DJ Basin assets for cheaper long-term contracts. HESM units are the…
SMRs Just Got a Construction Permit. An Operating License Is Still Years Away.
The NRC cleared TVA's Clinch River reactor on Sept. 29. Here is what still stands between that milestone and actual…
WEC Energy’s Nuclear Deal Shows Utilities Can Grow
Oracle absorbing $300 million in Point Beach fuel costs is proof regulated utilities are no longer just income plays.
India’s Rate Hike Is About the Rupee, Not 4.82% Inflation
The RBI is expected to raise rates Wednesday, but pressure is a US 10-year yield near 5.2% draining capital from…
Jabil Beat Wall Street by $910 Million. The Bigger Story Is 2027.
With about $22.1 billion in AI-related revenue forecast for fiscal 2027, Jabil’s valuation still treats it like a contract manufacturer,…
PepsiCo Just Hit a Fresh 52-Week Low. Q3 Is in One Week.
PEP closed at $126.72 on September 30, 2026, 26% below its February peak. October 8 is the test.