General Motors Reports Tuesday. The Stock Number That Matters Is Not EPS.
Software margins near 70%, a third guidance raise in reach, and a stock sitting 9% below its yearly high.
Commodities
Brent Hit $110. Airlines and Tankers Face Opposite Fates.
At least nine ships attacked near Hormuz since Sunday, an Indian-crewed crude tanker hit Friday, and Trump’s Pickaxe Mountain warning…
Nvidia’s China Revenue Has Nearly Vanished. The Model Still Needs Explaining.
IDC data shows the loss. Investors still need to know how much the forward outlook quietly depends on China returning.
Moderna Is Up 663% YTD. The Real Test Is Oct. 24.
A personalized cancer therapy and a Nasdaq-100 return drove MRNA. Full Phase 3 data lands in 12 days.
LVMH Reports Tonight. The Answer Could Reset Luxury’s China Thesis.
With Chinese spending per trip at its lowest since 2022, tonight’s Q3 revenue number will tell fund managers whether weak…
The Contractor Deadline That Makes PQC a 2026 Trade
A FAR proposed rule is due Dec. 19, 2026, and the clock is already running.
Who Actually Gets to Build the AI Data Centers
Local opposition has become the real choke point on a $5.3 trillion buildout, and it already separates winners from the…
Boots Is Worth $8.9 Billion. You Were Never Going to Own It.
The Weston family and Fairfax just claimed a storied UK retailer. The lesson is about who gets the best assets.
Consumer Confidence Is 2.8 Points From Its Record Low. The Number to Watch Is Not the Headline.
Michigan's Oct. preliminary sentiment hits at 10:00am ET. With year-ahead inflation expectations at 4.6% and gas at $4.36 a gallon,…
Applied Digital Has $6.26B in Debt and Only 250 MW Live
Revenue jumped to $341.9 million, but live megawatts are the test.