TTD Is Down ~86% From Its Peak. The Business Is Still Growing.
The Trade Desk's stock has been crushed, but revenue, cash, and retention tell a different story than the price chart.
Commodities
Bending Spoons Is Now Public. The Story Has 1,000 Chapters Left.
An Italian software roll-up just had one of the year's best IPO debuts.
Palantir Is Down 35% This Year. The Business Has Never Been Stronger.
Record revenue, 85% growth, and a raised outlook — yet the stock keeps sliding.
Maersk Just Raised Its Profit Outlook. Global Trade Is Stronger Than Anyone Thought.
The world's No. 2 container carrier upgraded EBITDA and EBIT guidance today, and the reason matters for more than shipping…
AI Just Conquered the Bond Market
The biggest structural shift in corporate credit in decades is happening in plain sight.
The Market Hiding Inside the Market
Manufacturing just hit a 4-year high. The S&P 500 barely noticed.
Healthcare Just Surged 3% Today. The Split Inside the Sector Is the Real Story.
XLV is leading, but not every part of healthcare is going the same direction.
The Freight Recovery Nobody Is Trading
Four years of trucking pain may be ending. The pricing cycle that follows could be sharper than anyone expects.
Vera Therapeutics Has a July 7 Deadline. The Market Is Barely Watching.
A kidney disease drug with Breakthrough Therapy status is 11 days from an FDA decision.
Qualcomm Just Rewrote Its Own Story. The Market Is Still Catching Up.
A $40B non-handset target, a Meta deal, and a data center chip that changes everything.