ExxonMobil Earned $15 Billion in Q3. Refining Built It.
A $4.5 billion refining lift drove the quarter, but margins are the number to question.
Brent at $116 Is the Market’s Answer to Tehran and Washington
Four tankers, two contradictory claims, and a fourth straight monthly gain that tells you which side oil traders believe.
Ford Grew Profits While Selling Fewer Cars. Here Is Why That Matters.
A 13.3% return on invested capital and $4.7 billion in free cash flow reframe what looked like a volume problem.
T-Mobile Beat Big. The Broadband Play Explains Why.
TMUS’s 34% EPS jump and raised guidance point beyond wireless.
VKTX Reports Today. Lilly Should Be Watching.
With shares down about 41% in a month and Phase 3 oral trials just launched, Viking Therapeutics is cheaper now than it has been in years, and Lilly’s antitrust overhang may matter most in any buyout talk.
T-Mobile’s $1.17 Dividend Is on the Line Tonight
Verizon raised the bar with 406,000 phone adds. Now TMUS reports
S&P Global’s Subscription Problem Is the Number to Watch
Ratings revenue is booming and Kensho API usage is surging, but whether Market Intelligence renewals are slowing is the question that could move SPGI today.
Corning Beats Estimates While Its Stock Price Falls
With the $20 billion run-rate goal in sight and three straight selloffs, Q3 tests whether optical growth can justify a premium multiple.
Home Sales at a Record Low. That Is What a 5% Treasury Looks Like.
With mortgage rates around 7.4% and pending sales at a Redfin record low, housing is the clearest proof that monetary policy is already biting.
Sweden Blocks ChatGPT and Claude. Microsoft Earnings Are Wednesday.
Sweden’s cabinet offices blocked ChatGPT and Claude today and kept Copilot. That call, plus recent AI security scares, makes MSFT a clear near-term beneficiary.