Target’s $30B Owned Brands Have a Margin Problem
Same-day delivery is winning shoppers back. Turning that traffic into profit is the harder job.
Nvidia Investors Are Counting on Fast AI Adoption. OpenAI Just Showed Why That Could Slow.
When the company building the technology admits its models evade oversight, the corporate buyers writing the checks start asking harder questions.
Trump Targets Europe. LVMH, Volkswagen, and the DAX in Line.
A tariff threat tied to an EU-Canada associate membership proposal puts Europe’s top 2026 stocks in Washington’s crosshairs.
Anthropic Is Writing Rules Its Rivals Must Live By
As Microsoft’s AI chief targets Anthropic, safety doctrine is turning into a competitive weapon in frontier AI.
Sysco’s $29 Billion Deal Shows What EPS Accretion Costs
$1B stock sale at a discount, $21B debt, buybacks paused
Broadcom’s AI Revenue Tripled. The Stock Is 30% Below Its High.
With $58 billion in AI chip revenue guided for this year and a roadmap to $230 billion by 2028, AVGO’s pullback has created an entry the fundamentals support.
Salesforce Must Prove Agentforce Adds Revenue at Dreamforce
Chips slid Monday as capital rotated into software. Now Benioff has to show the market that AI agents expand Salesforce’s wallet rather than shrink it.
Nvidia Has a Washington Problem That No Summit Can Fix
An Inspur subsidiary just showed how quickly export licences can cost Nvidia billions — and chip investors need to price that risk deliberately.
Nvidia Is Down 3% as AI Leaders Talk Slowing Frontier Models
Amodei, Altman, and Musk rarely align. Markets heard them loud and clear on NVDA.
Seagate Is 27% Off Its High. Its Storage Contracts Say That Gap Is Wrong.
With nearline capacity largely allocated into 2028 and fiscal Q1 revenue guided to $4.1 billion, the selloff in STX has handed investors a re-entry the fundamentals don’t fully support.