Barington's stake is too small to force a deal, but a long-dated call spread gives you upside if private equity…
Bessent Told Yen Shorts to Quit. How to Trade What’s Next.
A falling dollar alongside rising US rate-hike odds is the week’s biggest anomaly, and Tokyo’s yen defence has consequences for…
China’s Import Miss Tells Traders More Than the $119bn Surplus
Copper flows and aluminium exports frame positioning into the Sept. 24 Trump-Xi summit.
Diesel at $5.82 Is Minting Money for Refiners and Draining It from Truckers
The diesel crack spread hit a record $108 intraday. Here is which side of that trade you want to be…
Dell Raised Full-Year Revenue Guide by $25B. Stock Up 300%.
A $95B AI backlog and a 43% EPS beat test what is in the price.
MCK Already Compounds. This Deal Speeds It Up.
McKesson's $2.25bn Precision deal adds clinical research heft to its fast-growing oncology segment.
Micron’s Pricing Power Has a $30 Witness
Amazon's Echo Dot hike backs what Micron has shown all year: a DRAM shortage that is lifting memory profits, with…
Strip Out the Investment Gain. Does Claudeforce Still Hold?
Salesforce's 23% surge deserves scrutiny on cRPO and Agentforce ARR, not the $5.90 EPS that investment gains inflated.
CRM’s 23% Jump Hides a Harder Question
cRPO acceleration is real, but the market is pricing Claudeforce as if the value-capture question is settled.
The Real Recall Story Is One Tier Up
21 million camera recalls point to suppliers, not OEMs