One Jobs Number Will Reset Rates and the Dollar by Noon
With the 2-year at 4.46% and December hike odds near 69%, October payrolls carry more weight than any report in…
Finance
SMCI’s Cheap P/E Hides a Bigger Problem
Supermicro’s stock looks cheap until one buyer drives 44% of revenue and 49% of receivables.
Ferrari Reports Tuesday. Europe’s Luxury Autos Just Collapsed.
With Volkswagen posting a €5.8 billion quarterly loss and Mercedes cutting its margin outlook to 2–3%, Ferrari’s Q3 results on…
Biotech Rose 4.3% the Week Software Fell 5.9%
Friday's Gilead and Incyte gap-ups, against the Nasdaq's worst session since June, look less like a coincidence and more like…
Gold Fell 3.4% on Stocks’ Worst Day Since June
When the go-to hedge sells off with equities, investors should ask what they actually hold.
Rivian Raised Guidance While Others Cut
R2 is now Rivian’s top seller, and Q4 looks bigger. Here is why that matters more than the stock’s 52-week…
PANW Owns Identity. Zscaler Is the SASE Gap It Cannot Ignore.
Palo Alto Networks paid about $25B for CyberArk. Zscaler sits 23% below its 52-week high.
Korea’s GDP Beat Tripled Forecasts. The KOSPI Proved It.
A semiconductor-led Q3 beat and Anthropic’s IPO filing triggered Seoul’s second buy-side circuit halt in six days, here is how…
Fed Likely Holds Wednesday. The 10-Year Moved for a Different Reason.
Kevin Warsh faces reporters with no new forecasts and little guidance as bonds rally on risk-off flows.
Anthropic Grew Revenue 250% in Nine Months. Its IPO Meets a Market Repricing AI Risk.
Anthropic’s November debut follows a spike in CoreWeave’s credit stress