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.
Commodities
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.…
Prologis Has 5.8GW of Data Center Power. Now Comes the Hard Part.
The warehouse giant is scaling AI infrastructure. The balance sheet math deserves scrutiny before Q3 earnings on October 15.
Intuitive Surgical Is 37% Off Its High. Recurring Revenue Says That Gap Is Wrong.
Five straight quarters of beating estimates, 85% recurring revenue, and a decade-low multiple are the case for ISRG right now.