The extension removes the biggest renewal risk hanging over McKesson's $44.20–$45.00 earnings guidance.
BMW Is Cutting Managers. That Does Not Fix China.
What must change before any European automaker belongs in a one-stock portfolio.
Meta, Amazon, Alphabet, and Microsoft Now Have a Tax Problem
Warren’s probe raises a question investors have dodged: how much of the AI capex boom rests on deductions Congress could…
China’s Factory Profits Just Handed EM Investors a Warning
August’s 4.2% profit growth, the weakest of 2026, shows what Sept. 30’s PMI may confirm and what to do before…
MercadoLibre Hits $10B Revenue. Stock Is Off 31%.
Back-to-back ~50% revenue growth, a $16B credit book, Q3 on November 4.
AMD, Arm, and Intel Reset the AI Trade
When server processors surge past Nvidia in one session, investors have to ask whether GPUs are still the scarce asset.
Lufthansa Just Chose Boeing to Refresh Its Short-Haul Fleet
Europe's largest airline group firmed 20 MAX 10 options. A union vote ending Oct. 1 could still test Boeing.
Costco Reports in 5 Days. A Special Dividend May Follow.
A 92% renewal rate and growing cash make COST’s Sept. 24 earnings more interesting than a straight revenue beat.
Amazon Pays More Right When the Fed Says That’s the Problem
A $1.5 billion wage commitment landing on the same day as the Fed’s first rate hike in three years puts…
Anthropic Wants $2 Trillion. The Math Says Prove It First.
With OpenAI’s listing pushed to 2027, Anthropic’s October IPO becomes the only public test of what frontier AI is actually…