Record Q2 set a near-impossible bar. Does the pullback price in the step-down?
Humana’s Star Rating Comeback Is Real. Here’s What It’s Worth.
Contract H5216 is back above four stars. What 2028 earnings math misses.
Goldman Sachs Hands 20 Executives $500M in Stock Days Before Earnings
David Solomon tops $100M as a five-year award vests ahead of the Oct. 13 Q3 report.
Apollo Is Helping SpaceX Raise $40 Billion for Nvidia Chips
The structure could remake AI infrastructure finance, but bond buyers see real hardware and obsolescence risk.
DeepSeek Is Raising $12 Billion. Tencent and CATL Lead.
Why industrial capital, not VC, is choosing to own China’s AI future.
McKesson Just Locked In Six More Years With CVS Health
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.