Toyota Grew Sales 8.4% in September. Who Paid?
Incentives hit 6.9% of sticker. Not every automaker needed them.
Commodities
Dell’s $95 Billion AI Backlog: The Good News Is Priced In
DELL is up about 359% this year. Morgan Stanley raised its bull case to $756. The stock trades above the…
Meta Near $2 Trillion Has a Security Problem Traders Cannot Ignore
Muse security flaw and spending math pulled Meta down 3.4% Friday, and $750 is the level that matters now.
Gold Is Up 25% and Goldman Wants You to Buy More
With the 10-year near 5% and Goldman calling $4,900, how much gold does a disciplined portfolio actually need?
Google’s Biggest Moat Was the First Screen You See
The CMA's annual re-prompt puts ChatGPT and Perplexity on Google's choice screen, and that changes how Alphabet's dominance actually works.
Viking’s Obesity Drug Can Work on a Monthly Schedule
Tuesday’s data didn’t just show weight loss. It showed weight loss you don’t have to chase every week.
The AfD Keeps Winning in Germany. Here Is What Traders Must Price In.
With Merz calling Sunday's CDU result a 'disaster' and the AfD now winning back-to-back state elections, German equities and Bunds…
Five Things That Will Move Markets This Week
AutoZone, KB Home, Costco earnings, the September flash PMIs, and a two-day run of Treasury auctions all land before Friday's…
KB Home Reports Next Week. 6.95% Mortgages Set the Tone.
With completions down 27% and pending sales 30% below pre-pandemic norms, the question is no longer whether housing has bottomed,…
Fluence Energy Cut Its Revenue Forecast Twice. FY Ends in 12 Days.
FLNC fell about 15% Thursday after slashing FY26 revenue to $2.4B and widening its adjusted EBITDA loss outlook to $200M.…