Highlights
Recent News
Margins Over Stories: Who Delivers Before the Fed and Big Tech
Dear readers, Yesterday's lesson from UPS and Coca-Cola was pricing power. Today's reports add a second, harder test: what is...
UPS and Coca-Cola Raise Guidance by Charging More, Not Selling More
Dear readers, The sturdiest earnings news of the day comes from a package carrier and a soda maker, not from...
Anthropic’s IPO Meets a Fed Week That Prices Another Hike
Dear readers, The AI industry wants fresh money just as money gets more expensive. Anthropic has formally filed for its...
Cloud Giants Face a Cash Test as Money Rotates to Safety
Dear readers, The chip earnings are behind us, and the spotlight now moves to the companies that buy the chips....
Popular
Net Worth
Optics Run Hot as Chip Leaders Pause for Breath
Dear readers, The AI trade is changing leaders. Optical suppliers are still climbing, while the classic chip...
SpaceX Hits the Carriers, Medicare Stars Lift Humana
Dear readers, The S&P 500 closed its third straight weekly gain on Friday, just below Tuesday's record....
OpenAI’s Miss Exposes AI’s Debt Load as Yields Climb
Dear readers, One number from OpenAI was enough on Thursday to push the semiconductor index down 3.4...
Banks Slump 13% Ahead of Profit Gains of Up to 20%
Dear readers, Oil above $105 a barrel on reports of possible US strikes on Iran is weighing...