Dear readers, The sturdiest earnings news of the day comes from a package carrier and a soda maker, not from...

Dear readers, The AI industry wants fresh money just as money gets more expensive. Anthropic has formally filed for its...

Dear readers, The chip earnings are behind us, and the spotlight now moves to the companies that buy the chips....

Dear readers, Wednesday's open question got its answer overnight. Lam Research told investors that global spending on chipmaking equipment will...

Dear readers, Of the S&P 500 companies that have reported so far, 86 percent have topped profit estimates. Yet General...

Dear readers, Yesterday's earnings preview sorted companies by whether they generate cash or consume it. Today's question is who can...

Dear readers, The week's closing numbers settle the question we left open on Friday: this was a rotation, not a...

Dear readers, Yesterday's question was who can still pay for the AI buildout. Today's market offers a partial answer: investors...

Dear readers, Yesterday's question was who has the pricing power to defend a valuation. Today's is harder: who can still...

Dear readers, Wednesday's inflation report was uncomfortable without being a shock. Headline inflation rose to 3.7 percent in September, exactly...