Category: Politics

SAP reports Q3 results on October 21. Watch cloud backlog.

Adjusted EPS of $15.93, $7.75B in revenue, and $15.5T in AUM

September inflation lands today, and the core reading tests the Fed’s split on 2027.

Microfluidics is turning lab screens into desktop products

Autonomous and KBW see 10% to 15% property-cat rate cuts at Jan. 1 renewals, boosting primary insurers’ margins.

Open-source networking is moving into enterprises, and legacy vendors are responding in SEC filings.

What it means if TSMC helps run a chip plant for Tesla, SpaceX, and xAI.

Waldron has spent over 25 years at the firm. The business case for owning Goldman does not change when he gets the keys.

Each V3 satellite is designed for 10x the bandwidth. Whether that compounds into a great business depends on numbers set long before liftoff.

Amazon’s new fulfillment discounts and Prime delivery expansion pressure Shopify. Here is what long-term holders should watch.