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Recent News
The AI Payoff Shifts: Airbnb, SpaceX, and Crypto Show Their Hand
Dear readers, Friday's jobs report was ugly enough to unsettle any market. Instead, the S&P 500 closed the week at...
Novo Nordisk Faces a Harder Sell as Forecasts, Trials and Rivalry All Tighten
Novo Nordisk may have delivered a quarter that looked respectable on paper, but the market’s verdict was harsher. In a...
Nel ASA’s Two-Speed Story: Orders Accelerate While the P&L Keeps Bleeding
The Norwegian electrolyser maker Nel ASA is living a split-screen reality. Its order intake just exploded by 224 percent year-on-year,...
SanDisk’s $94 Billion Backlog Can’t Bridge the Gap Between Record Results and a Disappointed Market
The arithmetic at SanDisk has rarely looked better. Fourth-quarter revenue hit $8.97 billion, full-year sales nearly tripled, and the company...
Popular
Net Worth
Micron’s 30% Slide: A Story of External Noise, Not Internal Decay
The gap between a stock's price and its fundamentals can sometimes stretch so wide that it becomes...
SpaceX Shares Rise as First Lock-Up Release Meets Strong Quarter
SpaceX entered a potentially messy trading day with a cleaner result than many investors had braced for....
Renk’s Two-Speed Recovery: Record Orders Meet a Chart That Still Has Ground to Make Up
The defence supplier's half-year scorecard delivered the kind of headline numbers that usually trigger unqualified celebration —...
Partners Group Puts $1 Billion on the Table for Data Center Power While Eyeing a French Beauty Prize
The Zug-based asset manager is making a bold statement about where it sees growth, announcing two blockbuster...