Goldman at the Top: What a CEO Handoff Means
The succession clock is ticking, but the dividend and buybacks keep running.
Five Numbers That Could Reset October Rate Odds
Case-Shiller at 9am, then JOLTS and consumer confidence at 10am, with the 10-year near 5.24%.
ZIM Trades at $30 With a $35 Buyout on the Table. That Gap Is the Opportunity.
Hapag-Lloyd just raised its 2026 outlook again, yet ZIM’s union rejection keeps the spread stubbornly wide.
Micron’s 16 Customer Contracts Could Change What Memory Is Worth
With $100 billion in take-or-pay agreements signed, Wednesday’s earnings are about whether Micron has escaped the boom-bust cycle for good.
Starlink V3 Is the Business Case for SpaceX. Today’s Launch Is a Test.
Each V3 satellite is designed for 10x the bandwidth. Whether that compounds into a great business depends on numbers set long before liftoff.
Amazon Cuts Fulfillment Fees to Target Shopify Merchants
Amazon’s new fulfillment discounts and Prime delivery expansion pressure Shopify. Here is what long-term holders should watch.
Lilly Tightens Its Diabetes Grip. Onswik Seals It.
With FDA clearance of a once-weekly insulin, Lilly now pairs GLP-1s, basal insulin, and an oral pill in one unmatched lineup.
ConocoPhillips Doubled Its Adjusted EPS. Q3 Is Nov. 5.
The largest independent E&P is returning 45% of cash flow.
Qualcomm Is Worth More Than the Market Thinks
Apple will keep paying royalties even as it builds its own modems. That distinction, combined with a new Snapdragon platform, is not yet priced in.
Two Data Releases This Morning Could Decide Stocks’ Open
Durable goods at 8:30, final Michigan sentiment at 10:00: what it means for XLY, XLP, and SPY with markets pricing a 65% October hike chance.