Dear readers, The scoreboard for the week looks like a rout. The Nasdaq closed its fourth straight losing week, and...

Dear readers, The question we left open ahead of Cloudflare's report has an answer: the company is being treated like...

Dear readers, Raised guidance was supposed to be the safe harbor of earnings season. Maersk has tested that premise and...

Dear readers, Yesterday's open question was whether the vote itself or its aftermath would move markets. So far, the vote...

Dear readers, Apple and Palantir reported on Monday evening, and the market's verdict is in: solid results, then selling. Shopify...

Dear readers, Last week's rotation argument gets fresh evidence on Monday, and it comes from the second tier. Stocks were...

Dear readers, Friday's tech rout left a ledger with two columns. On one side are the companies that keep turning...

Dear readers, Amazon and Intel have answered the question we left hanging yesterday, and neither answer is kind. Intel plunges...

Dear readers, The question we left open yesterday was whether investors would keep paying for cloud growth when the cash...

Dear readers, Yesterday's lesson from UPS and Coca-Cola was pricing power. Today's reports add a second, harder test: what is...