Lyft Trades at 1x Revenue. The Acquirer Math Is Compelling.
With a roughly $6.3 billion market cap, 31.6 million active riders, and six AV partners tied to the platform, Lyft…
Commodities
Siemens Energy Targets Triple Earnings by 2030. The Separation Makes It Cleaner.
A record €164bn backlog, ~€10bn of free cash flow guided for 2027, and a separation that sharpens the core business,…
Vodafone’s German Problem Is Now a €4.85 Billion Impairment
Revenue rose 11.4% and guidance was upgraded, but the dividend’s safety ultimately depends on whether Germany stops destroying value.
Boeing Is Down 32% From Its High. The Factory Must Match Demand.
Avolon just placed a record lessor order for 140 jets. Boeing’s October deliveries fell from September. That gap is the…
China’s Factory Prices Are Now the World’s Problem
A 5.3% PPI forecast Monday reframes Tuesday’s US inflation report
OpenAI Closed at $1.25 Trillion. Oracle and CoreWeave Open the Day in Its Shadow.
The first tranche landed Friday at a price $150 billion below the original ask, and that gap is what matters…
Toyota Keeps Being Right About Hybrids. The Stock Doesn’t Care.
With 9.7 million vehicles targeted and hybrids at 15.9%, the market still prices Toyota like a commodity automaker.
AMD Has $11.5 Billion of Inventory Riding on 2027
Data Center revenue rose 97% in Q3. The test is whether $17B of Q4 guidance turns stock into cash.
Gartner’s Results Were Fine. The Market Decided the Business Isn’t.
A beat and a raised outlook sent the stock down 13%. The real question is which information-services companies AI can…
Nvidia Reports in 14 Days. The Stock Is 17% Below Its High.
With about $108 billion in quarterly revenue expected, is this selloff the entry?